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Livermore
Livermore
ZHEN

Seed Wealth Management, Inc.

SEC CIK
0001963728
Latest filing
Jul 27, 2026

UBS holding history

UBS Group AG in every 13F filed by Seed Wealth Management, Inc., 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 2026)
11,695
Value
$579.6K
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of UBS by Seed Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,695$579.6K0.4%00.0%UnchangedHolders
Q1 202611,695$456.9K0.3%00.0%UnchangedHolders
Q4 202511,695$541.6K0.4%−250−2.1%ReducedHolders
Q3 202511,945$489.7K0.3%−300−2.4%ReducedHolders
Q2 202512,245$414.1K0.3%−890−6.8%ReducedHolders
Q1 202513,135$402.3K0.3%00.0%UnchangedHolders
Q4 202413,135$398.3K0.3%00.0%UnchangedHolders
Q3 202413,135$406.0K0.3%00.0%UnchangedHolders
Q2 202413,135$388.0K0.3%+890+7.3%AddedHolders
Q1 202412,245$373.2K0.4%−890−6.8%ReducedHolders
Q4 202313,135$399.3K0.4%00.0%UnchangedHolders
Q3 202313,135$323.8K0.4%00.0%UnchangedHolders
Q2 202313,135$266.2K0.3%00.0%UnchangedHolders
Q1 202313,135$280.3K0.3%00.0%UnchangedHolders
Q4 202213,135$245.2K0.3%–No prior filingHolders