Advisory Services Network, LLC BDCZ UBS AG LONDON BRANCH

Ownership history in Advisory Services Network, LLC  ·  10 quarters on record

AI Ownership Summary

Advisory Services Network, LLC reported UBS AG LONDON BRANCH (BDCZ) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows BDCZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BDCZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisory Services Network, LLC's position in UBS AG LONDON BRANCH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BDCZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Advisory Services Network, LLC held BDCZ — position size vs. price
% of Fund (quarterly)    BDCZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,871 0% 0.00% $28K 2026-05-15 $15.05
2025 Q3 REDUCED 17.6% +0.2% 1,871 -400 -17.6% 0.00% $32K 2025-11-18 $15.31
2023 Q4 REDUCED 2,271 -118 -4.9% 0.00% $43K 2024-02-09 $14.78
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Advisory Services Network, LLC and BDCZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisory Services Network, LLC reported owning BDCZ?

Advisory Services Network, LLC reported BDCZ across 3 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BDCZ position in Advisory Services Network, LLC's portfolio?

The largest reported portfolio weight for BDCZ was 0.00% in 2023 Q4.

What is the latest reported BDCZ position on this page?

The most recent filing on this page is 2026 Q1, when Advisory Services Network, LLC reported 1,871 shares, equal to 0.00% of portfolio, with an estimated market value of $28K.

What does the chart on this BDCZ ownership page compare?

The chart compares Advisory Services Network, LLC's quarterly BDCZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advisory Services Network, LLC time their BDCZ position?

Based on 13F filing dates vs. subsequent BDCZ price moves, Advisory Services Network, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on BDCZ relative to SPY over the holding period was -3.8%.

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