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Disclosery

J.Safra Asset Management Corp: UL position timeline

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

J.Safra Asset Management Corp held 8,071 UL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,071 shares
    Change vs previous 13F +421 shares

    0.02% of the 13F portfolio, value $485,215.

    13F-HR 0001535293-26-000005 filed by J.Safra Asset Management Corp
    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 7,650 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $435,821.

    13F-HR 0001535293-26-000004 filed by J.Safra Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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