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Disclosery

Syverson Strege & Co: UBS position timeline

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

Syverson Strege & Co held 5,021 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,021 shares
    Change vs previous 13F -328 shares

    0.05% of the 13F portfolio, value $248,841.

    13F-HR 0001682057-26-000003 filed by Syverson Strege & Co
    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 5,349 shares
    Change vs previous 13F -392 shares

    0.05% of the 13F portfolio, value $208,985.

    13F-HR 0001682057-26-000002 filed by Syverson Strege & Co
    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 5,741 shares
    Change vs previous 13F -137 shares

    0.06% of the 13F portfolio, value $265,866.

    13F-HR 0001682057-26-000001 filed by Syverson Strege & Co
    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 5,878 shares
    Change vs previous 13F -1,013 shares

    0.06% of the 13F portfolio, value $240,998.

    13F-HR 0001682057-25-000007 filed by Syverson Strege & Co
    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 6,891 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $233,054.

    13F-HR 0001682057-25-000004 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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