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BTC Capital Management, Inc.: UBS position timeline

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

BTC Capital Management, Inc. held 74,765 UBS 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 74,765 shares
    Change vs previous 13F +2,144 shares

    0.22% of the 13F portfolio, value $3,705,357.

    13F-HR 0001611848-26-000009 filed by BTC Capital Management, Inc.
    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 72,621 shares
    Change vs previous 13F +15,052 shares

    0.19% of the 13F portfolio, value $2,837,304.

    13F-HR 0001611848-26-000007 filed by BTC Capital Management, Inc.
    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 57,569 shares
    Change vs previous 13F -1,787 shares

    0.19% of the 13F portfolio, value $2,667,317.

    13F-HR 0001611848-26-000003 filed by BTC Capital Management, Inc.
    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 59,356 shares
    Change vs previous 13F +13,898 shares

    0.17% of the 13F portfolio, value $2,433,104.

    13F-HR 0001611848-25-000008 filed by BTC Capital Management, Inc.
    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 45,458 shares
    Change vs previous 13F +1,801 shares

    0.13% of the 13F portfolio, value $1,537,396.

    13F-HR 0001085146-25-003740 filed by BTC Capital Management, Inc.
    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 43,657 shares
    Change vs previous 13F +3,268 shares

    0.12% of the 13F portfolio, value $1,337,221.

    13F-HR 0001085146-25-001923 filed by BTC Capital Management, Inc.
    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 40,389 shares
    Change vs previous 13F +2,898 shares

    0.11% of the 13F portfolio, value $1,217,287.

    13F-HR 0001085146-25-000440 filed by BTC Capital Management, Inc.
    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 37,491 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,158,845.

    13F-HR 0001085146-24-005019 filed by BTC Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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