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Disclosery

SEVEN MILE ADVISORY: UBS position timeline

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

SEVEN MILE ADVISORY held 6,980 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,980 shares
    Change vs previous 13F +243 shares

    0.23% of the 13F portfolio, value $345,929.

    13F-HR 0001172661-26-003372 filed by SEVEN MILE ADVISORY
    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 6,737 shares
    Change vs previous 13F +303 shares

    0.19% of the 13F portfolio, value $263,215.

    13F-HR 0001987932-26-000002 filed by SEVEN MILE ADVISORY
    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 6,434 shares
    Change vs previous 13F -500 shares

    0.05% of the 13F portfolio, value $297,959.

    13F-HR 0001987932-26-000001 filed by SEVEN MILE ADVISORY
    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 6,934 shares
    Change vs previous 13F +420 shares

    0.05% of the 13F portfolio, value $284,294.

    13F-HR 0001987932-25-000006 filed by SEVEN MILE ADVISORY
    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 6,514 shares
    Change vs previous 13F -1,143 shares

    0.13% of the 13F portfolio, value $220,303.

    13F-HR 0001987932-25-000004 filed by SEVEN MILE ADVISORY
    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 7,657 shares
    Change vs previous 13F -182 shares

    0.16% of the 13F portfolio, value $234,534.

    13F-HR 0001982776-25-000005 filed by SEVEN MILE ADVISORY
    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 7,839 shares
    Change vs previous 13F +241 shares

    0.15% of the 13F portfolio, value $237,678.

    13F-HR 0001987932-25-000001 filed by SEVEN MILE ADVISORY
    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 7,598 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $234,855.

    13F-HR 0001987932-24-000005 filed by SEVEN MILE ADVISORY
    Filed (acceptance time not in the bulk data set), ingested

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