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Disclosery

TRUST POINT INC.: UBS position timeline

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

TRUST POINT INC. held 13,926 UBS shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,926 shares
    Change vs previous 13F +288 shares

    0.06% of the 13F portfolio, value $690,173.

    13F-HR 0001635633-26-000005 filed by TRUST POINT INC.
    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 13,638 shares
    Change vs previous 13F +2,218 shares

    0.05% of the 13F portfolio, value $532,834.

    13F-HR 0001635633-26-000004 filed by TRUST POINT INC.
    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 11,420 shares
    Change vs previous 13F +2,888 shares

    0.04% of the 13F portfolio, value $528,861.

    13F-HR 0001635633-26-000001 filed by TRUST POINT INC.
    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 8,532 shares
    Change vs previous 13F +2,095 shares

    0.03% of the 13F portfolio, value $349,812.

    13F-HR 0001635633-25-000009 filed by TRUST POINT INC.
    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 6,437 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $217,700.

    13F-HR 0001635633-25-000004 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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