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Disclosery

Permanens Capital L.P.: UBS position timeline

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

Permanens Capital L.P. held 5,399 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,399 shares
    Change vs previous 13F +5,399 shares

    0.03% of the 13F portfolio, value $267,574.

    13F-HR 0001493152-26-038314 filed by Permanens Capital L.P.
    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 0 shares
    Change vs previous 13F -207,412 shares

    13F-HR 0001493152-26-023927 filed by Permanens Capital L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 207,412 shares
    Change vs previous 13F +55,495 shares

    1.25% of the 13F portfolio, value $9,605,250.

    13F-HR 0001493152-26-007095 filed by Permanens Capital L.P.
    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 151,917 shares
    Change vs previous 13F +321 shares

    0.93% of the 13F portfolio, value $6,228,597.

    13F-HR 0001493152-25-023436 filed by Permanens Capital L.P.
    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 151,596 shares
    Change vs previous 13F +20,899 shares

    0.7% of the 13F portfolio, value $5,126,977.

    13F-HR 0001641172-25-023975 filed by Permanens Capital L.P.
    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 130,697 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $4,003,249.

    13F-HR 0001641172-25-010909 filed by Permanens Capital L.P.
    Filed (acceptance time not in the bulk data set), ingested

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