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Disclosery

Columbia Asset Management: UBS position timeline

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

Columbia Asset Management held 6,798 UBS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,798 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $336,909.

    13F-HR 0002085853-26-000792 filed by Columbia Asset Management
    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 6,998 shares
    Change vs previous 13F +62 shares

    0.05% of the 13F portfolio, value $273,412.

    13F-HR 0002085853-26-000430 filed by Columbia Asset Management
    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 6,936 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $321,206.

    13F-HR 0002085853-26-000122 filed by Columbia Asset Management
    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 6,936 shares
    Change vs previous 13F -950 shares

    0.05% of the 13F portfolio, value $284,376.

    13F-HR 0002085853-25-000221 filed by Columbia Asset Management
    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 7,886 shares
    Change vs previous 13F -666 shares

    0.05% of the 13F portfolio, value $266,705.

    13F-HR 0001667731-25-000872 filed by Columbia Asset Management
    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 8,552 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $261,948.

    13F-HR 0001667731-25-000412 filed by Columbia Asset Management
    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 8,552 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $259,297.

    13F-HR 0001667731-25-000251 filed by Columbia Asset Management
    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 8,552 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $264,000.

    13F-HR 0001585047-24-000004 filed by Columbia Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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