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Stamos Capital Partners, L.P.: UBS position timeline

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

Stamos Capital Partners, L.P. held 62,364 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 62,364 shares
    Change vs previous 13F -8,012 shares

    0.47% of the 13F portfolio, value $3,090,760.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 70,376 shares
    Change vs previous 13F +23,697 shares

    0.43% of the 13F portfolio, value $2,749,590.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 46,679 shares
    Change vs previous 13F -5,839 shares

    0.35% of the 13F portfolio, value $2,161,704.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 52,518 shares
    Change vs previous 13F -17,946 shares

    0.41% of the 13F portfolio, value $2,153,238.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 70,464 shares
    Change vs previous 13F +24,824 shares

    0.43% of the 13F portfolio, value $2,383,092.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 45,640 shares
    Change vs previous 13F -11,860 shares

    0.37% of the 13F portfolio, value $1,397,953.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 57,500 shares
    Change vs previous 13F +15,620 shares

    0.41% of the 13F portfolio, value $1,743,400.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 41,880 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,294,511.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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