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swisspartners Advisors Ltd: UBS position timeline

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

swisspartners Advisors Ltd held 14,000 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,000 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $693,815.

    13F-HR 0001805754-26-000004 filed by swisspartners Advisors Ltd
    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 14,000 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $535,267.

    13F-HR 0001805754-26-000002 filed by swisspartners Advisors Ltd
    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 14,000 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $652,026.

    13F-HR 0001805754-26-000001 filed by swisspartners Advisors Ltd
    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 14,000 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $572,748.

    13F-HR 0001805754-25-000007 filed by swisspartners Advisors Ltd
    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 14,000 shares
    Change vs previous 13F -52,277 shares

    0.45% of the 13F portfolio, value $473,296.

    13F-HR 0001805754-25-000006 filed by swisspartners Advisors Ltd
    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 66,277 shares
    Change vs previous 13F +52,277 shares

    1.88% of the 13F portfolio, value $1,780,863.

    13F-HR 0001805754-25-000002 filed by swisspartners Advisors Ltd
    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 14,000 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $388,220.

    13F-HR 0001805754-25-000001 filed by swisspartners Advisors Ltd
    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 14,000 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $364,840.

    13F-HR 0001805754-24-000005 filed by swisspartners Advisors Ltd
    Filed (acceptance time not in the bulk data set), ingested

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