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Livermore
Livermore
ZHEN

Wagner Wealth Management, LLC

SEC CIK
0001728657
Latest filing
Jul 24, 2026

UCB holding history

United Community Banks Inc in every 13F filed by Wagner Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UCB overviewAll 13F holders of UCBFull Q2 2026 holdings

Shares (Q2 2026)
10,653
Value
$373.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of UCB by Wagner Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,653$373.8K0.1%+83+0.8%AddedHolders
Q1 202610,570$332.9K0.1%+81+0.8%AddedHolders
Q4 202510,489$327.5K0.1%+82+0.8%AddedHolders
Q3 202510,407$326.3K0.1%+78+0.8%AddedHolders
Q2 202510,329$307.7K0.1%+102+1.0%AddedHolders
Q1 202510,227$287.7K0.1%+75+0.7%AddedHolders
Q4 202410,152$328.0K0.1%−442−4.2%ReducedHolders
Q3 202410,594$308.1K0.1%+21+0.2%AddedHolders
Q2 202410,573$269.2K0.1%−2,000−15.9%ReducedHolders
Q1 202412,573$330.9K0.1%+17+0.1%AddedHolders
Q4 202312,556$367.4K0.1%+109+0.9%AddedHolders
Q3 202312,447$316.3K0.1%+110+0.9%AddedHolders
Q2 202312,337$308.3K0.1%+2,229+22.1%AddedHolders
Q1 202310,108$284.2K0.1%+62+0.6%AddedHolders
Q4 202210,046$339.6K0.2%+527+5.5%AddedHolders
Q3 20229,519$315.0K0.2%00.0%UnchangedHolders
Q2 20229,519$287.0K0.2%00.0%UnchangedHolders
Q1 20229,519$331.0K0.2%00.0%UnchangedHolders
Q4 20219,519$342.0K0.3%00.0%UnchangedHolders
Q3 20219,519$332.0K0.3%00.0%UnchangedHolders
Q2 20219,519$305.0K0.2%00.0%UnchangedHolders
Q1 20219,519$325.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.