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Disclosery

Rehmann Capital Advisory Group: UBS position timeline

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

Rehmann Capital Advisory Group held 21,270 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,270 shares
    Change vs previous 13F +1,368 shares

    0.05% of the 13F portfolio, value $1,054,163.

    13F-HR 0001633037-26-000003 filed by Rehmann Capital Advisory Group
    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 19,902 shares
    Change vs previous 13F +243 shares

    0.04% of the 13F portfolio, value $777,565.

    13F-HR 0001633037-26-000002 filed by Rehmann Capital Advisory Group
    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 19,659 shares
    Change vs previous 13F +4,089 shares

    0.05% of the 13F portfolio, value $910,448.

    13F-HR 0001633037-26-000001 filed by Rehmann Capital Advisory Group
    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 15,570 shares
    Change vs previous 13F -2,154 shares

    0.03% of the 13F portfolio, value $638,405.

    13F-HR 0001633037-25-000005 filed by Rehmann Capital Advisory Group
    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 17,724 shares
    Change vs previous 13F -4,551 shares

    0.04% of the 13F portfolio, value $599,454.

    13F-HR 0001633037-25-000004 filed by Rehmann Capital Advisory Group
    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 22,275 shares
    Change vs previous 13F -4,199 shares

    0.04% of the 13F portfolio, value $682,302.

    13F-HR 0001633037-25-000003 filed by Rehmann Capital Advisory Group
    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 26,474 shares
    Change vs previous 13F -538 shares

    0.05% of the 13F portfolio, value $802,710.

    13F-HR 0001633037-25-000001 filed by Rehmann Capital Advisory Group
    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 27,012 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $834,960.

    13F-HR 0001633037-24-000005 filed by Rehmann Capital Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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