Stephens Consulting, LLC
- SEC CIK
- 0001961632
- Latest filing
- Jan 13, 2026
UBS holding history
UBS Group AG in every 13F filed by Stephens Consulting, 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 Q4 2025 holdings
- Shares (Q4 2025)
- 132
- Value
- $6.11K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 132 | $6.11K | <0.1% | +132 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −103−100.0% | Sold out | Holders |
| Q2 2025 | 103 | $3.48K | <0.1% | +103 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −3−100.0% | Sold out | Holders |
| Q3 2023 | 3 | $74 | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 3 | $61 | <0.1% | +3 | New | Holders |