UBFO β€” UNITED SEC BANCSHARES CALIF

Ownership history in Composition Wealth, LLC  Β·  9 quarters on record

AI Ownership Summary

Composition Wealth, LLC reported UNITED SEC BANCSHARES CALIF (UBFO) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows UBFO 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.

What this UBFO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Composition Wealth, LLC's position in UNITED SEC BANCSHARES CALIF, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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 Composition Wealth, LLC held UBFO β€” position size vs. price
% of Fund (quarterly)    UBFO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 23,000 β€” 0% 0.00% $242K 2026-04-08 $10.51
2025 Q4 UNCHANGED 23,000 β€” 0% 0.00% $232K 2026-02-02 $11.11
2025 Q3 UNCHANGED 23,000 β€” 0% 0.00% $215K 2025-10-20 $8.80
2025 Q2 UNCHANGED 23,000 β€” 0% 0.00% $199K 2025-07-22 $8.68
2025 Q1 UNCHANGED 23,000 β€” 0% 0.00% $206K 2025-04-14 $7.31
2024 Q4 ADDED 23,000 +7,000 +43.8% 0.00% $232K 2025-01-13 $8.88
2024 Q3 ADDED 16,000 +3,000 +23.1% 0.00% $139K 2024-10-07 $7.97
2024 Q2 REDUCED 13,000 -1,000 -7.1% 0.00% $94K 2024-07-18 $7.15
2024 Q1 INITIATED 14,000 β€” β€” 0.00% $108K 2024-04-18 $6.56

🏒 Other funds also holding UBFO

As of 2026 Q1 β€” sorted by position size

GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Composition Wealth, LLC and UBFO

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

How long has Composition Wealth, LLC reported owning UBFO?

Composition Wealth, LLC reported UBFO across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported UBFO position in Composition Wealth, LLC's portfolio?

The largest reported portfolio weight for UBFO was 0.00% in 2024 Q4.

What is the latest reported UBFO position on this page?

The most recent filing on this page is 2026 Q1, when Composition Wealth, LLC reported 23,000 shares, equal to 0.00% of portfolio, with an estimated market value of $242K.

What does the chart on this UBFO ownership page compare?

The chart compares Composition Wealth, LLC's quarterly UBFO 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.

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