Bridgewealth Advisory Group, LLC
- SEC CIK
- 0001801982
- Latest filing
- Jul 27, 2026
UBFO holding history
United Security Bancshares in every 13F filed by Bridgewealth Advisory Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UBFO overviewAll 13F holders of UBFOFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,203,437−100.0% | Sold out | Holders |
| Q1 2026 | 1,203,437 | $12.6M | 2.6% | −14,983−1.2% | Reduced | Holders |
| Q4 2025 | 1,218,420 | $12.3M | 2.7% | +200.0% | Added | Holders |
| Q3 2025 | 1,218,400 | $11.4M | 2.6% | +200.0% | Added | Holders |
| Q2 2025 | 1,218,380 | $10.5M | 2.7% | +1,218,380 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −1,217,932−100.0% | Sold out | Holders |
| Q4 2024 | 1,217,932 | $12.3M | 3.5% | +29,581+2.5% | Added | Holders |
| Q3 2024 | 1,188,351 | $10.4M | 3.8% | −4,737−0.4% | Reduced | Holders |
| Q2 2024 | 1,193,088 | $8.65M | 3.8% | 00.0% | Unchanged | Holders |
| Q1 2024 | 1,193,088 | $9.20M | 4.5% | −951−0.1% | Reduced | Holders |
| Q4 2023 | 1,194,039 | $10.0M | 7.7% | +951+0.1% | Added | Holders |
| Q3 2023 | 1,193,088 | $8.88M | 10.9% | +44,182+3.8% | Added | Holders |
| Q2 2023 | 1,148,906 | $7.65M | 12.4% | −2,648−0.2% | Reduced | Holders |
| Q1 2023 | 1,151,554 | $7.35M | 13.5% | 00.0% | Unchanged | Holders |
| Q4 2022 | 1,151,554 | $8.42M | 16.5% | – | No prior filing | Holders |