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Optas, LLC: UBS position timeline

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

Optas, LLC held 10,696 UBS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,696 shares
    Change vs previous 13F +499 shares

    0.07% of the 13F portfolio, value $530,095.

    13F-HR 0001802961-26-000004 filed by Optas, 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 10,197 shares
    Change vs previous 13F -6 shares

    0.06% of the 13F portfolio, value $398,396.

    13F-HR 0001802961-26-000002 filed by Optas, 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 10,203 shares
    Change vs previous 13F +95 shares

    0.07% of the 13F portfolio, value $472,503.

    13F-HR 0001802961-26-000001 filed by Optas, 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 10,108 shares
    Change vs previous 13F +160 shares

    0.07% of the 13F portfolio, value $414,428.

    13F-HR 0001802961-25-000004 filed by Optas, 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 9,948 shares
    Change vs previous 13F -3,658 shares

    0.06% of the 13F portfolio, value $336,441.

    13F-HR 0001085146-25-004086 filed by Optas, 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 13,606 shares
    Change vs previous 13F +224 shares

    0.07% of the 13F portfolio, value $416,750.

    13F-HR 0001085146-25-002171 filed by Optas, 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 13,382 shares
    Change vs previous 13F +3,418 shares

    0.09% of the 13F portfolio, value $405,742.

    13F-HR 0001085146-25-000492 filed by Optas, 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 9,964 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $307,986.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

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