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UBS Group AG: AVLV position timeline

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

UBS Group AG held 530,486 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 530,486 shares
    Change vs previous 13F +15,432 shares

    <0.01% of the 13F portfolio, value $48,385,628.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 679 shares
    • UBS Group AG: 529,807 shares

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

  2. period ended2026-03-31
    13F 515,054 shares
    Change vs previous 13F -33,038 shares

    <0.01% of the 13F portfolio, value $41,518,503.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 679 shares
    • UBS Group AG: 514,375 shares

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

  3. period ended2025-12-31
    13F 548,092 shares
    Change vs previous 13F +59,713 shares

    0.01% of the 13F portfolio, value $41,528,931.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    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 488,379 shares
    Change vs previous 13F -1,992 shares

    0.01% of the 13F portfolio, value $35,290,267.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    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 490,371 shares
    Change vs previous 13F +78,686 shares

    0.01% of the 13F portfolio, value $33,448,206.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    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 411,685 shares
    Change vs previous 13F +15,946 shares

    0.01% of the 13F portfolio, value $26,845,979.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    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 395,739 shares
    Change vs previous 13F +37,107 shares

    0.01% of the 13F portfolio, value $26,423,493.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    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 358,632 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,608,745.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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