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180 Wealth Advisors, LLC

SEC CIK
0001730817
Latest filing
Jul 7, 2026

UBS holding history

UBS Group AG in every 13F filed by 180 Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2022
Holdings of UBS by 180 Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−6,589−100.0%Sold outHolders
Q3 20246,589$203.7K<0.1%−427−6.1%ReducedHolders
Q2 20247,016$217.7K<0.1%−1,424−16.9%ReducedHolders
Q1 20248,440$259.3K<0.1%−1,898−18.4%ReducedHolders
Q4 202310,338$314.3K0.1%−1,842−15.1%ReducedHolders
Q3 202312,180$300.2K0.1%+1,316+12.1%AddedHolders
Q2 202310,864$222.4K<0.1%+60+0.6%AddedHolders
Q1 202310,804$230.6K0.1%−144−1.3%ReducedHolders
Q4 202210,948$237.4K0.1%−3,897−26.3%ReducedHolders
Q3 202214,845$215.0K0.1%+14,845NewHolders