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CAPTRUST FINANCIAL ADVISORS: UBS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 2,036,912 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,036,912 shares
    Change vs previous 13F -59,495 shares

    0.15% of the 13F portfolio, value $100,949,347.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,096,407 shares
    Change vs previous 13F -1,120 shares

    0.14% of the 13F portfolio, value $81,884,012.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,097,527 shares
    Change vs previous 13F -32,653 shares

    0.18% of the 13F portfolio, value $97,143,679.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,130,180 shares
    Change vs previous 13F -7,317 shares

    0.18% of the 13F portfolio, value $87,334,187.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,137,497 shares
    Change vs previous 13F +14,256 shares

    0.16% of the 13F portfolio, value $72,290,152.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,123,241 shares
    Change vs previous 13F -26,821 shares

    0.16% of the 13F portfolio, value $65,030,599.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,150,062 shares
    Change vs previous 13F -10,642 shares

    0.19% of the 13F portfolio, value $65,189,866.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,160,704 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $66,787,349.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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