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WCM INVESTMENT MANAGEMENT, LLC: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WCM INVESTMENT MANAGEMENT, LLC on UBS, newest first. How the timeline and the estimate are built.

WCM INVESTMENT MANAGEMENT, LLC held 6,150,458 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,150,458 shares
    Change vs previous 13F +300,258 shares

    0.55% of the 13F portfolio, value $304,386,172.

    13F-HR 0001062993-26-004287 filed by WCM INVESTMENT MANAGEMENT, LLC
    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 5,850,200 shares
    Change vs previous 13F +639,111 shares

    0.49% of the 13F portfolio, value $214,526,846.

    13F-HR 0001062993-26-002395 filed by WCM INVESTMENT MANAGEMENT, LLC
    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 5,211,089 shares
    Change vs previous 13F -6,592 shares

    0.5% of the 13F portfolio, value $242,419,876.

    13F-HR 0001062993-26-000695 filed by WCM INVESTMENT MANAGEMENT, LLC
    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 5,217,681 shares
    Change vs previous 13F -4,016 shares

    0.45% of the 13F portfolio, value $215,646,769.

    13F-HR 0001062993-25-016445 filed by WCM INVESTMENT MANAGEMENT, LLC
    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 5,221,697 shares
    Change vs previous 13F -82,824 shares

    0.4% of the 13F portfolio, value $174,613,559.

    13F-HR 0001062993-25-013207 filed by WCM INVESTMENT MANAGEMENT, LLC
    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 5,304,521 shares
    Change vs previous 13F +119,188 shares

    0.43% of the 13F portfolio, value $167,410,692.

    13F-HR 0001062993-25-008104 filed by WCM INVESTMENT MANAGEMENT, LLC
    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 5,185,333 shares
    Change vs previous 13F -8,419 shares

    0.37% of the 13F portfolio, value $158,982,318.

    13F-HR/A 0001062993-25-002077 filed by WCM INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,193,752 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $161,369,883.

    13F-HR 0001062993-24-018248 filed by WCM INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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