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Disclosery

Alaethes Wealth, LLC: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alaethes Wealth, LLC on UBS, newest first. How the timeline and the estimate are built.

Alaethes Wealth, LLC held 69,731 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,731 shares
    Change vs previous 13F -112 shares

    1.01% of the 13F portfolio, value $3,455,882.

    13F-HR 0001859677-26-000003 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 69,843 shares
    Change vs previous 13F +117 shares

    0.79% of the 13F portfolio, value $2,728,776.

    13F-HR 0001859677-26-000002 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 69,726 shares
    Change vs previous 13F -331 shares

    0.91% of the 13F portfolio, value $3,229,023.

    13F-HR 0001859677-26-000001 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 70,057 shares
    Change vs previous 13F -5,069 shares

    0.81% of the 13F portfolio, value $2,872,348.

    13F-HR 0001859677-25-000009 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 75,126 shares
    Change vs previous 13F +2,305 shares

    0.76% of the 13F portfolio, value $2,540,770.

    13F-HR 0001859677-25-000008 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 72,821 shares
    Change vs previous 13F +1,078 shares

    0.82% of the 13F portfolio, value $2,230,511.

    13F-HR 0001859677-25-000005 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 71,743 shares
    Change vs previous 13F +632 shares

    0.78% of the 13F portfolio, value $2,175,251.

    13F-HR 0001859677-25-000001 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 71,111 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,198,053.

    13F-HR 0001859677-24-000007 filed by Alaethes Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).