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Disclosery

Dorsey & Whitney Trust CO LLC: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dorsey & Whitney Trust CO LLC on UBS, newest first. How the timeline and the estimate are built.

Dorsey & Whitney Trust CO LLC held 18,787 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,787 shares
    Change vs previous 13F +1,572 shares

    0.05% of the 13F portfolio, value $931,083.

    13F-HR 0001062993-26-004398 filed by Dorsey & Whitney Trust CO LLC
    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 17,215 shares
    Change vs previous 13F +1,684 shares

    0.04% of the 13F portfolio, value $672,591.

    13F-HR 0001062993-26-002606 filed by Dorsey & Whitney Trust CO LLC
    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 15,531 shares
    Change vs previous 13F +2,590 shares

    0.04% of the 13F portfolio, value $719,240.

    13F-HR 0001062993-26-000798 filed by Dorsey & Whitney Trust CO LLC
    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 12,941 shares
    Change vs previous 13F -5,840 shares

    0.03% of the 13F portfolio, value $530,581.

    13F-HR 0001062993-25-016736 filed by Dorsey & Whitney Trust CO LLC
    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 18,781 shares
    Change vs previous 13F -2,121 shares

    0.03% of the 13F portfolio, value $635,174.

    13F-HR 0001062993-25-014027 filed by Dorsey & Whitney Trust CO LLC
    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 20,902 shares
    Change vs previous 13F +358 shares

    0.04% of the 13F portfolio, value $640,228.

    13F-HR 0001062993-25-009319 filed by Dorsey & Whitney Trust CO LLC
    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 20,544 shares
    Change vs previous 13F +121 shares

    0.03% of the 13F portfolio, value $622,894.

    13F-HR 0001062993-25-001820 filed by Dorsey & Whitney Trust CO LLC
    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 20,423 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $631,274.

    13F-HR 0001062993-24-018838 filed by Dorsey & Whitney Trust CO LLC
    Filed (acceptance time not in the bulk data set), ingested

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