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Value Partners Investments Inc.: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Value Partners Investments Inc. on UBS, newest first. How the timeline and the estimate are built.

Value Partners Investments Inc. held 238,892 UBS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,892 shares
    Change vs previous 13F -1,198 shares

    0.83% of the 13F portfolio, value $11,820,676.

    13F-HR 0001062993-26-003682 filed by Value Partners Investments 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 240,090 shares
    Change vs previous 13F 0 shares

    0.72% of the 13F portfolio, value $9,391,285.

    13F-HR 0001062993-26-002075 filed by Value Partners Investments 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 240,090 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $11,119,873.

    13F-HR 0001062993-26-000104 filed by Value Partners Investments 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 240,090 shares
    Change vs previous 13F -19,766 shares

    0.8% of the 13F portfolio, value $9,838,754.

    13F-HR 0001062993-25-016077 filed by Value Partners Investments 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 259,856 shares
    Change vs previous 13F -1,025 shares

    0.69% of the 13F portfolio, value $8,789,493.

    13F-HR 0001062993-25-012591 filed by Value Partners Investments Inc.
    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 260,881 shares
    Change vs previous 13F +260,881 shares

    0.69% of the 13F portfolio, value $7,999,869.

    13F-HR 0001062993-25-007837 filed by Value Partners Investments Inc.
    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 0 shares
    Change vs previous 13F -260,881 shares

    13F-HR/A 0001062993-25-003138 filed by Value Partners Investments Inc.
    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.

  8. period ended2024-09-30
    13F/A 260,881 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $8,070,185.

    13F-HR/A 0001062993-25-003136 filed by Value Partners Investments Inc.
    Filed (acceptance time not in the bulk data set), ingested

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