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Union Bancaire Privee, UBP SA: WM position timeline

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

Union Bancaire Privee, UBP SA held 77,193 WM 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 77,193 shares
    Change vs previous 13F +331 shares

    0.17% of the 13F portfolio, value $15,384,677.

    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 76,862 shares
    Change vs previous 13F -3,587 shares

    0.22% of the 13F portfolio, value $15,732,381.

    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 80,449 shares
    Change vs previous 13F +50,121 shares

    0.19% of the 13F portfolio, value $15,748,271.

    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 30,328 shares
    Change vs previous 13F -261 shares

    0.13% of the 13F portfolio, value $8,817,564.

    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 30,589 shares
    Change vs previous 13F +9,143 shares

    0.13% of the 13F portfolio, value $9,204,053.

    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 21,446 shares
    Change vs previous 13F +145 shares

    0.09% of the 13F portfolio, value $4,788,656.

    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 21,301 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,269,352.

    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).