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Compton Wealth Advisory Group, LLC

SEC CIK
0001761044
Latest filing
Jul 21, 2026

UBS holding history

UBS Group AG in every 13F filed by Compton Wealth Advisory Group, 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 (Q2 2026)
8,780
Value
$436.5K
% of portfolio
0.1%
Quarters held
18
Since Q1 2022
Holdings of UBS by Compton Wealth Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,780$436.5K0.1%00.0%UnchangedHolders
Q1 20268,780$348.9K0.1%00.0%UnchangedHolders
Q4 20258,780$406.6K0.1%00.0%UnchangedHolders
Q3 20258,780$360.0K0.1%00.0%UnchangedHolders
Q2 20258,780$296.9K0.1%00.0%UnchangedHolders
Q1 20258,780$268.9K0.1%−13,811−61.1%ReducedHolders
Q4 202422,591$685.0K0.2%00.0%UnchangedHolders
Q3 202422,591$698.3K0.2%00.0%UnchangedHolders
Q2 202422,591$667.3K0.2%00.0%UnchangedHolders
Q1 202422,591$694.0K0.2%+10,000+79.4%AddedHolders
Q4 202312,591$389.1K0.1%00.0%UnchangedHolders
Q3 202312,591$310.4K0.1%00.0%UnchangedHolders
Q2 202312,591$255.2K0.1%00.0%UnchangedHolders
Q1 202312,591$268.7K0.1%−523−4.0%ReducedHolders
Q4 202213,114$244.8K0.1%00.0%UnchangedHolders
Q3 202213,114$190.0K0.1%−3,811−22.5%ReducedHolders
Q2 202216,925$275.0K0.1%−4,969−22.7%ReducedHolders
Q1 202221,894$428.0K0.2%+21,894NewHolders