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Disclosery

Lindbrook Capital, LLC: UBS position timeline

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

Lindbrook Capital, LLC held 12,069 UBS shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 12,069 shares
    Change vs previous 13F +822 shares

    0.03% of the 13F portfolio, value $369,673.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 11,247 shares
    Change vs previous 13F +345 shares

    0.03% of the 13F portfolio, value $341,009.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 10,902 shares
    Change vs previous 13F -1,923 shares

    0.03% of the 13F portfolio, value $336,981.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 12,825 shares
    Change vs previous 13F +444 shares

    0.04% of the 13F portfolio, value $378,851.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 12,381 shares
    Change vs previous 13F +204 shares

    0.04% of the 13F portfolio, value $380,344.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 12,177 shares
    Change vs previous 13F +540 shares

    0.04% of the 13F portfolio, value $376,269.

    13F-HR 0001767045-24-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 11,637 shares
    Change vs previous 13F +1,342 shares

    0.03% of the 13F portfolio, value $286,852.

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 10,295 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $208,680.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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