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LEUTHOLD GROUP, LLC: UBS position timeline

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

LEUTHOLD GROUP, LLC held 11,983 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,983 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $593,877.

    13F-HR 0000897069-26-001570 filed by LEUTHOLD GROUP, 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 11,983 shares
    Change vs previous 13F -358 shares

    0.05% of the 13F portfolio, value $468,176.

    13F-HR 0000897069-26-001031 filed by LEUTHOLD GROUP, 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 12,341 shares
    Change vs previous 13F +18 shares

    0.06% of the 13F portfolio, value $571,512.

    13F-HR 0000897069-26-000228 filed by LEUTHOLD GROUP, 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 12,323 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $505,243.

    13F-HR 0000897069-25-001644 filed by LEUTHOLD GROUP, 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 12,323 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $416,764.

    13F-HR 0000897069-25-001316 filed by LEUTHOLD GROUP, 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 12,323 shares
    Change vs previous 13F -419 shares

    0.05% of the 13F portfolio, value $377,453.

    13F-HR 0000897069-25-000974 filed by LEUTHOLD GROUP, 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 12,742 shares
    Change vs previous 13F -315 shares

    0.05% of the 13F portfolio, value $386,337.

    13F-HR 0000897069-25-000157 filed by LEUTHOLD GROUP, 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 13,057 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $403,592.

    13F-HR 0000897069-24-002042 filed by LEUTHOLD GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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