Skip to content
Disclosery

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.: UBSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. on UBSI, newest first. How the timeline and the estimate are built.

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. held 1,139,377 UBSI 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 1,139,377 shares
    Change vs previous 13F +307,037 shares

    0.46% of the 13F portfolio, value $52,217,648.

    13F-HR 0001021642-26-000003 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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 832,340 shares
    Change vs previous 13F +832,340 shares

    0.35% of the 13F portfolio, value $34,475,523.

    13F-HR 0001021642-26-000002 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,612,170 shares

    13F-HR 0001021642-25-000003 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    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.

  4. period ended2024-12-31
    13F 1,612,170 shares
    Change vs previous 13F +54,089 shares

    0.56% of the 13F portfolio, value $60,538,000.

    13F-HR 0001021642-25-000001 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,558,081 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $57,805,000.

    13F-HR 0001021642-24-000005 filed by VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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