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Disclosery

World Investment Advisors: UBS position timeline

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

World Investment Advisors held 6,750 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,750 shares
    Change vs previous 13F -1,386 shares

    <0.01% of the 13F portfolio, value $270,580.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 8,136 shares
    Change vs previous 13F -232 shares

    0.01% of the 13F portfolio, value $317,871.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 8,368 shares
    Change vs previous 13F +2,428 shares

    0.01% of the 13F portfolio, value $387,523.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 5,940 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $243,526.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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