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Disclosery

GREENLEAF TRUST: UBS position timeline

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

GREENLEAF TRUST held 31,467 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 31,467 shares
    Change vs previous 13F +421 shares

    0.02% of the 13F portfolio, value $1,559,505.

    13F-HR 0001162170-26-000006 filed by GREENLEAF TRUST
    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 31,046 shares
    Change vs previous 13F -17,685 shares

    0.01% of the 13F portfolio, value $1,212,967.

    13F-HR 0001162170-26-000005 filed by GREENLEAF TRUST
    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 48,731 shares
    Change vs previous 13F -170 shares

    0.02% of the 13F portfolio, value $2,256,732.

    13F-HR 0001162170-26-000002 filed by GREENLEAF TRUST
    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 48,901 shares
    Change vs previous 13F +219 shares

    0.02% of the 13F portfolio, value $2,004,941.

    13F-HR 0001162170-25-000007 filed by GREENLEAF TRUST
    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 48,682 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $1,646,425.

    13F-HR 0001162170-25-000006 filed by GREENLEAF TRUST
    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 48,717 shares
    Change vs previous 13F +168 shares

    0.01% of the 13F portfolio, value $1,492,202.

    13F-HR 0001162170-25-000005 filed by GREENLEAF TRUST
    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 48,549 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $1,472,006.

    13F-HR 0001162170-25-000001 filed by GREENLEAF TRUST
    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 48,471 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,498,239.

    13F-HR 0001162170-24-000006 filed by GREENLEAF TRUST
    Filed (acceptance time not in the bulk data set), ingested

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