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Disclosery

Plato Investment Management Ltd: UBS position timeline

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

Plato Investment Management Ltd held 99,572 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,572 shares
    Change vs previous 13F -9,154 shares

    0.28% of the 13F portfolio, value $4,915,199.

    13F-HR 0001984475-26-000004 filed by Plato Investment Management Ltd
    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 108,726 shares
    Change vs previous 13F -12,194 shares

    0.28% of the 13F portfolio, value $4,163,784.

    13F-HR 0001984475-26-000003 filed by Plato Investment Management Ltd
    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 120,920 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $5,668,292.

    13F-HR 0001984475-26-000001 filed by Plato Investment Management Ltd
    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 120,920 shares
    Change vs previous 13F +36,462 shares

    0.33% of the 13F portfolio, value $4,905,254.

    13F-HR 0001984475-25-000011 filed by Plato Investment Management Ltd
    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 84,458 shares
    Change vs previous 13F +1,275 shares

    0.21% of the 13F portfolio, value $2,837,005.

    13F-HR 0001984475-25-000006 filed by Plato Investment Management Ltd
    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 83,183 shares
    Change vs previous 13F -24,307 shares

    0.22% of the 13F portfolio, value $2,553,513.

    13F-HR 0001984475-25-000005 filed by Plato Investment Management Ltd
    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 107,490 shares
    Change vs previous 13F +4,220 shares

    0.24% of the 13F portfolio, value $3,301,908.

    13F-HR 0001984475-25-000002 filed by Plato Investment Management Ltd
    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 103,270 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,187,505.

    13F-HR 0001984475-24-000008 filed by Plato Investment Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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