ORG Wealth Partners, LLC

SEC CIK: 0002032602
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

UBS holding history

UBS Group AG in every 13F filed by ORG 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 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of UBS by ORG Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−170−100.0%	Sold out	Holders
Q1 2025	170	$5.16K	<0.1%	−11−6.1%	Reduced	Holders
Q4 2024	181	$5.49K	<0.1%	00.0%	Unchanged	Holders
Q3 2024	181	$5.59K	<0.1%	–	No prior filing	Holders