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CSat Investment Advisory, L.P.: UBS position timeline

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

CSat Investment Advisory, L.P. held 55,121 UBS shares at 2021-03-31 per its 13F-HR filed 2021-05-13.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 55,121 shares
    Change vs previous 13F -787 shares

    0.72% of the 13F portfolio, value $856,000.

    13F-HR 0001398344-21-010680 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 55,908 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $790,000.

    13F-HR 0001398344-21-003258 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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