Cedar Brook Financial Partners, LLC

SEC CIK: 0001767302
Latest filing: Oct 21, 2024

SEC filings (opens in a new tab)

UBS holding history

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

UBS overview All 13F holders of UBS Full Q3 2024 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 5; Since Q1 2021

Holdings of UBS by Cedar Brook Financial Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−12,078−100.0%	Sold out	Holders
Q1 2022	12,078	$236.0K	0.1%	−6,107−33.6%	Reduced	Holders
Q4 2021	18,185	$325.0K	0.1%	+4,076+28.9%	Added	Holders
Q3 2021	14,109	$225.0K	0.1%	−3,534−20.0%	Reduced	Holders
Q2 2021	17,643	$271.0K	0.1%	+577+3.4%	Added	Holders
Q1 2021	17,066	$265.0K	0.1%	–	–	Holders

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