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Disclosery

Wedmont Private Capital: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wedmont Private Capital on UBS, newest first. How the timeline and the estimate are built.

Wedmont Private Capital held 8,551 UBS shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,551 shares
    Change vs previous 13F +101 shares

    0.01% of the 13F portfolio, value $402,410.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,450 shares
    Change vs previous 13F -983 shares

    0.01% of the 13F portfolio, value $440,076.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,433 shares
    Change vs previous 13F -487 shares

    0.01% of the 13F portfolio, value $389,960.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,920 shares
    Change vs previous 13F +609 shares

    0.02% of the 13F portfolio, value $469,216.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,311 shares
    Change vs previous 13F +71 shares

    0.01% of the 13F portfolio, value $380,913.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,240 shares
    Change vs previous 13F +146 shares

    0.01% of the 13F portfolio, value $330,792.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,094 shares
    Change vs previous 13F -179 shares

    0.01% of the 13F portfolio, value $258,633.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,273 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $299,611.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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