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DecisionPoint Financial, LLC

SEC CIK
0001938514
Latest filing
Aug 5, 2026

UBS holding history

UBS Group AG in every 13F filed by DecisionPoint Financial, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of UBS by DecisionPoint Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−136−100.0%Sold outHolders
Q1 2025136$4.17K<0.1%00.0%UnchangedHolders
Q4 2024136$4.12K<0.1%00.0%UnchangedHolders
Q3 2024136$4.20K<0.1%00.0%UnchangedHolders
Q2 2024136$4.11K<0.1%00.0%UnchangedHolders
Q1 2024136$3.72K<0.1%00.0%UnchangedHolders
Q4 2023136$4.20K<0.1%+136NewHolders