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Disclosery

Union Bancaire Privee, UBP SA: WFG position timeline

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

Union Bancaire Privee, UBP SA held 0 WFG 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 0 shares
    Change vs previous 13F -8,477 shares

    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).

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

  2. period ended2026-03-31
    13F 8,477 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $541,277.

    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).

  3. period ended2025-12-31
    13F 8,438 shares
    Change vs previous 13F -98 shares

    0.01% of the 13F portfolio, value $511,693.

    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 8,536 shares
    Change vs previous 13F -2,837 shares

    0.01% of the 13F portfolio, value $571,169.

    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 11,373 shares
    Change vs previous 13F +398 shares

    0.01% of the 13F portfolio, value $843,791.

    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 10,975 shares
    Change vs previous 13F -1,044 shares

    0.02% of the 13F portfolio, value $845,475.

    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 12,019 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,040,220.

    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).