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Disclosery

TrueMark Investments, LLC: UBS position timeline

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

TrueMark Investments, LLC held 67,374 UBS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,374 shares
    Change vs previous 13F +8,580 shares

    0.42% of the 13F portfolio, value $3,339,055.

    13F-HR 0001376474-26-000506 filed by TrueMark Investments, LLC
    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 58,794 shares
    Change vs previous 13F -22,998 shares

    0.45% of the 13F portfolio, value $2,297,082.

    13F-HR 0001376474-26-000301 filed by TrueMark Investments, LLC
    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 81,792 shares
    Change vs previous 13F +10,659 shares

    0.72% of the 13F portfolio, value $3,787,788.

    13F-HR 0001376474-26-000040 filed by TrueMark Investments, LLC
    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 71,133 shares
    Change vs previous 13F -4,553 shares

    0.51% of the 13F portfolio, value $2,916,453.

    13F-HR 0001376474-25-000887 filed by TrueMark Investments, LLC
    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 75,686 shares
    Change vs previous 13F +11,730 shares

    0.55% of the 13F portfolio, value $2,559,701.

    13F-HR 0001376474-25-000685 filed by TrueMark Investments, LLC
    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 63,956 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,958,972.

    13F-HR 0001376474-25-000365 filed by TrueMark Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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