YOUSIF CAPITAL MANAGEMENT, LLC: UBS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of YOUSIF CAPITAL MANAGEMENT, LLC on UBS, newest first. How the timeline and the estimate are built.
YOUSIF CAPITAL MANAGEMENT, LLC held 9,189 UBS shares at 2026-06-30 per its 13F-HR filed 2026-07-16.
the latest 13F is the newest step
- period ended2026-06-3013F 9,189 sharesChange vs previous 13F -36,476 shares
0.01% of the 13F portfolio, value $455,407.
13F-HR 0001858789-26-000004 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 45,665 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $1,784,132.
13F-HR 0001858789-26-000003 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 45,665 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $2,122,053.
13F-HR 0001858789-26-000001 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 45,665 sharesChange vs previous 13F -12,010 shares
0.02% of the 13F portfolio, value $1,872,265.
13F-HR 0001858789-25-000008 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 57,675 sharesChange vs previous 13F +3,825 shares
0.02% of the 13F portfolio, value $1,950,568.
13F-HR 0001858789-25-000006 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 53,850 sharesChange vs previous 13F +178 shares
0.02% of the 13F portfolio, value $1,649,425.
13F-HR 0001858789-25-000003 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 53,672 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $1,627,335.
13F-HR 0001858789-25-000001 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 53,672 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $1,659,002.
13F-HR 0001858789-24-000009 filed by YOUSIF CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).