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Union Bancaire Privee, UBP SA: IBKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Union Bancaire Privee, UBP SA on IBKR, newest first. How the timeline and the estimate are built.

Union Bancaire Privee, UBP SA held 75,375 IBKR shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,375 shares
    Change vs previous 13F +75,375 shares

    0.06% of the 13F portfolio, value $5,375,225.

    13F-HR 0001716607-26-000007 filed by Union Bancaire Privee, UBP SA
    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 0 shares
    Change vs previous 13F -88,690 shares

    13F-HR 0001716607-26-000004 filed by Union Bancaire Privee, UBP SA
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 88,690 shares
    Change vs previous 13F -237,443 shares

    0.05% of the 13F portfolio, value $4,559,717.

    13F-HR 0001716607-26-000002 filed by Union Bancaire Privee, UBP SA
    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 326,133 shares
    Change vs previous 13F +125,029 shares

    0.25% of the 13F portfolio, value $17,906,496.

    13F-HR 0001716607-25-000016 filed by Union Bancaire Privee, UBP SA
    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 201,104 shares
    Change vs previous 13F +170,020 shares

    0.13% of the 13F portfolio, value $9,115,095.

    13F-HR 0001716607-25-000011 filed by Union Bancaire Privee, UBP SA
    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 31,084 shares
    Change vs previous 13F +8,390 shares

    0.09% of the 13F portfolio, value $4,823,063.

    13F-HR 0001716607-25-000009 filed by Union Bancaire Privee, UBP SA
    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/A 22,694 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,750,495.

    13F-HR/A 0001716607-25-000004 filed by Union Bancaire Privee, UBP SA
    Filed (acceptance time not in the bulk data set), ingested

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