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Disclosery

Lynx Investment Advisory: UBSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lynx Investment Advisory on UBSI, newest first. How the timeline and the estimate are built.

Lynx Investment Advisory held 10,381 UBSI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,381 shares
    Change vs previous 13F +57 shares

    0.16% of the 13F portfolio, value $475,740.

    13F-HR 0002028812-26-000003 filed by Lynx Investment Advisory
    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 10,324 shares
    Change vs previous 13F +146 shares

    0.2% of the 13F portfolio, value $427,613.

    13F-HR 0002028812-26-000002 filed by Lynx Investment Advisory
    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 10,178 shares
    Change vs previous 13F -65 shares

    0.21% of the 13F portfolio, value $390,847.

    13F-HR 0002028812-26-000001 filed by Lynx Investment Advisory
    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 10,243 shares
    Change vs previous 13F -427 shares

    0.23% of the 13F portfolio, value $381,131.

    13F-HR 0002028812-25-000006 filed by Lynx Investment Advisory
    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 10,670 shares
    Change vs previous 13F +356 shares

    0.25% of the 13F portfolio, value $388,713.

    13F-HR 0002028812-25-000005 filed by Lynx Investment Advisory
    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 10,314 shares
    Change vs previous 13F -2,204 shares

    0.24% of the 13F portfolio, value $357,592.

    13F-HR 0002028812-25-000003 filed by Lynx Investment Advisory
    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 12,518 shares
    Change vs previous 13F +11 shares

    0.32% of the 13F portfolio, value $470,062.

    13F-HR 0002028812-25-000001 filed by Lynx Investment Advisory
    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 12,507 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $464,024.

    13F-HR 0002028812-24-000002 filed by Lynx Investment Advisory
    Filed (acceptance time not in the bulk data set), ingested

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