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Disclosery

SIGNATUREFD, LLC: UBS position timeline

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

SIGNATUREFD, LLC held 86,732 UBS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,732 shares
    Change vs previous 13F +6,837 shares

    0.06% of the 13F portfolio, value $4,298,458.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 79,895 shares
    Change vs previous 13F +82 shares

    0.05% of the 13F portfolio, value $3,121,507.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 79,813 shares
    Change vs previous 13F +1,499 shares

    0.06% of the 13F portfolio, value $3,696,140.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 78,314 shares
    Change vs previous 13F +5,348 shares

    0.05% of the 13F portfolio, value $3,210,874.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 72,966 shares
    Change vs previous 13F -4,824 shares

    0.04% of the 13F portfolio, value $2,467,710.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 77,790 shares
    Change vs previous 13F -935 shares

    0.05% of the 13F portfolio, value $2,382,698.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 78,725 shares
    Change vs previous 13F +4,178 shares

    0.05% of the 13F portfolio, value $2,386,942.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, LLC
    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 74,547 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,304,248.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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