SLVO — UBS AG

Ownership history in DOVER ADVISORS, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which DOVER ADVISORS, LLC reported a position in UBS AG (SLVO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.12% (2025 Q4)
Avg. % of fund
0.11%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,109 +340 +12.3% 0.12% $310K $83.10
2025 Q3 INITIATED 2,769 — — 0.10% $256K $71.56
% of Fund (quarterly)    SLVO price (monthly, adj. close)

Other funds also holding SLVO

As of 2025 Q4 — sorted by position size

Split Rock Private Trading & Wealth Management, LLC 0.69% Claris Financial LLC 0.62% Marmo Financial Group, LLC 3Y 0.32% Colonial River Investments, LLC 3Y 0.08% Belpointe Asset Management LLC 3Y 7Y 0.06% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.03% OLD MISSION CAPITAL LLC 3Y 7Y 0.02% Parkside Financial Bank & Trust 3Y 7Y 0.01% Kestra Advisory Services, LLC 3Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%
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