LSVD ADVISORS INNER CIRCLE FD

Ownership history in UBS Group AG  ·  1 quarter on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in ADVISORS INNER CIRCLE FD (LSVD). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 121 0.00% $4K $29.76
% of Fund (quarterly)    LSVD price (monthly, adj. close)

Other funds also holding LSVD

As of 2025 Q4 — sorted by position size

Beta Wealth Group, Inc. 3Y 7Y 2.05%
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