Greykasell Wealth Strategies, Inc.: UBS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Greykasell Wealth Strategies, Inc. on UBS, newest first. How the timeline and the estimate are built.
Greykasell Wealth Strategies, Inc. held 6,044 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 6,044 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $299,541.
13F-HR 0002041220-26-000003 filed by Greykasell Wealth Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,044 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $236,139.
13F-HR 0002041220-26-000002 filed by Greykasell Wealth Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,044 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $279,898.
13F-HR 0002041220-26-000001 filed by Greykasell Wealth Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,044 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $247,804.
13F-HR 0002041220-25-000003 filed by Greykasell Wealth Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,044 sharesChange vs previous 13F 0 shares
0.1% of the 13F portfolio, value $204,408.
13F-HR 0001855205-25-000040 filed by Greykasell Wealth Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,044 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $185,128.
13F-HR 0001855205-25-000029 filed by Greykasell Wealth Strategies, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).