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Quantum Portfolio Management LLC: UBS position timeline

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

Quantum Portfolio Management LLC held 11,823 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 11,823 shares
    Change vs previous 13F +105 shares

    0.21% of the 13F portfolio, value $585,948.

    13F-HR 0001420506-26-001701 filed by Quantum Portfolio Management 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/A 11,718 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $457,822.

    13F-HR/A 0001172661-26-001580 filed by Quantum Portfolio Management 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 11,718 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $542,661.

    13F-HR 0001172661-26-000672 filed by Quantum Portfolio Management 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 11,718 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $480,438.

    13F-HR 0001172661-25-004476 filed by Quantum Portfolio Management 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 11,718 shares
    Change vs previous 13F -5,528 shares

    0.19% of the 13F portfolio, value $396,303.

    13F-HR 0001172661-25-003208 filed by Quantum Portfolio Management 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 17,246 shares
    Change vs previous 13F +10,217 shares

    0.27% of the 13F portfolio, value $528,245.

    13F-HR 0001172661-25-001852 filed by Quantum Portfolio Management 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 7,029 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $213,119.

    13F-HR 0001172661-25-000338 filed by Quantum Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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