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Arax Advisory Partners: UBS position timeline

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

Arax Advisory Partners held 41,789 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,789 shares
    Change vs previous 13F +36,579 shares

    0.01% of the 13F portfolio, value $2,071,130.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 5,210 shares
    Change vs previous 13F -2,527 shares

    0.01% of the 13F portfolio, value $205,941.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 7,737 shares
    Change vs previous 13F -962 shares

    0.01% of the 13F portfolio, value $358,313.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 8,699 shares
    Change vs previous 13F +3,329 shares

    0.01% of the 13F portfolio, value $356,673.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 5,370 shares
    Change vs previous 13F +522 shares

    0.01% of the 13F portfolio, value $181,616.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 4,848 shares
    Change vs previous 13F +482 shares

    0.01% of the 13F portfolio, value $148,497.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 4,366 shares
    Change vs previous 13F +121 shares

    0.01% of the 13F portfolio, value $132,380.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 4,245 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $131,214.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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