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Altman Advisors, Inc.: UBS position timeline

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

Altman Advisors, Inc. held 62,585 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,585 shares
    Change vs previous 13F -609 shares

    1.11% of the 13F portfolio, value $3,101,732.

    13F-HR 0001731671-26-000003 filed by Altman Advisors, Inc.
    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 63,194 shares
    Change vs previous 13F -6,770 shares

    1.02% of the 13F portfolio, value $2,469,005.

    13F-HR 0001731671-26-000002 filed by Altman Advisors, Inc.
    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 69,964 shares
    Change vs previous 13F -1,808 shares

    1.22% of the 13F portfolio, value $3,240,051.

    13F-HR 0001731671-26-000001 filed by Altman Advisors, Inc.
    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/A 71,772 shares
    Change vs previous 13F -53 shares

    1.13% of the 13F portfolio, value $2,942,668.

    13F-HR/A 0001731671-25-000003 filed by Altman Advisors, Inc.
    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 71,825 shares
    Change vs previous 13F +2,043 shares

    0.99% of the 13F portfolio, value $2,425,543.

    13F-HR 0001085146-25-004680 filed by Altman Advisors, Inc.
    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 69,782 shares
    Change vs previous 13F +948 shares

    0.97% of the 13F portfolio, value $2,109,522.

    13F-HR 0001085146-25-002563 filed by Altman Advisors, Inc.
    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 68,834 shares
    Change vs previous 13F +253 shares

    0.89% of the 13F portfolio, value $2,087,059.

    13F-HR 0001085146-25-001263 filed by Altman Advisors, Inc.
    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 68,581 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,119,851.

    13F-HR 0001085146-24-005473 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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