Abacus Wealth Partners, LLC

SEC CIK: 0001978011
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

UBS holding history

UBS Group AG in every 13F filed by Abacus Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overview All 13F holders of UBS Full Q2 2026 holdings

Shares (Q2 2026): 18,122
Value: $898.1K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of UBS by Abacus Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	18,122	$898.1K	0.1%	−19,247−51.5%	Reduced	Holders
Q1 2026	37,369	$1.46M	0.1%	−7,167−16.1%	Reduced	Holders
Q4 2025	44,536	$2.06M	0.2%	+44,536	New	Holders