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Rise Advisors, LLC

SEC CIK
0001831316
Latest filing
Jul 10, 2026

UBS holding history

UBS Group AG in every 13F filed by Rise 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2024
Holdings of UBS by Rise Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−725−100.0%Sold outHolders
Q4 2024725$22.0K<0.1%00.0%UnchangedHolders
Q3 2024725$22.4K<0.1%00.0%UnchangedHolders
Q2 2024725$21.4K<0.1%+15+2.1%AddedHolders
Q1 2024710$21.8K<0.1%+710NewHolders