Advertisement
Screener

UG Investment Advisers Ltd. Historic Quarter Change: Foreign Funds, Reduced

UG Investment Advisers Ltd. historic quarter change: Foreign Funds, Reduced

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, UG Investment Advisers Ltd. opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697814), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-23); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-22); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-29); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Authentikos Wealth Advisory, LLCUnited States$0.148B70
Jacksonville Wealth Management, LLCUnited States$0.148B68
COREPATH WEALTH PARTNERS LLCUnited States$0.148B41
S. R. Schill & AssociatesUnited States$0.148B29
Foundation Wealth Management, LLCUnited States$0.148B44
JDH Wealth Management, LLCUnited States$0.148B54
DMC Group, LLCUnited States$0.148B141
MQS Management LLCUnited States$0.148B366
Randall & Associates Wealth ManagementUnited States$0.148B56
Gallagher Capital Advisors, LLCUnited States$0.148B65