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Disclosery

Kathmere Capital Management, LLC: UBS position timeline

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

Kathmere Capital Management, LLC held 39,599 UBS shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,599 shares
    Change vs previous 13F +2,794 shares

    0.1% of the 13F portfolio, value $1,962,526.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital Management, 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 36,805 shares
    Change vs previous 13F +1,635 shares

    0.09% of the 13F portfolio, value $1,437,971.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital Management, 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 35,170 shares
    Change vs previous 13F +171 shares

    0.11% of the 13F portfolio, value $1,628,723.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital Management, 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 34,999 shares
    Change vs previous 13F +2,030 shares

    0.1% of the 13F portfolio, value $1,434,959.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital Management, 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 32,969 shares
    Change vs previous 13F -2,727 shares

    0.09% of the 13F portfolio, value $1,115,012.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital Management, 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 35,696 shares
    Change vs previous 13F +949 shares

    0.09% of the 13F portfolio, value $1,093,368.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital Management, 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 34,747 shares
    Change vs previous 13F +1,309 shares

    0.09% of the 13F portfolio, value $1,053,529.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital Management, 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 33,438 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,033,569.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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