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Disclosery

Invesco Ltd.: UBSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invesco Ltd. on UBSI, newest first. How the timeline and the estimate are built.

Invesco Ltd. held 582,136 UBSI 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 582,136 shares
    Change vs previous 13F -191,820 shares

    <0.01% of the 13F portfolio, value $26,679,294.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    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/A 773,956 shares
    Change vs previous 13F -256,027 shares

    <0.01% of the 13F portfolio, value $32,057,256.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    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 1,029,983 shares
    Change vs previous 13F -50,411 shares

    <0.01% of the 13F portfolio, value $39,551,347.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    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 1,080,394 shares
    Change vs previous 13F -16,232 shares

    0.01% of the 13F portfolio, value $40,201,460.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    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 1,096,626 shares
    Change vs previous 13F +116,073 shares

    0.01% of the 13F portfolio, value $39,950,084.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    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 980,553 shares
    Change vs previous 13F +80,176 shares

    0.01% of the 13F portfolio, value $33,995,772.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    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 900,377 shares
    Change vs previous 13F +61,109 shares

    0.01% of the 13F portfolio, value $33,809,157.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    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 839,268 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $31,136,843.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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