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Disclosery

UBS Group AG: CSWC position timeline

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

UBS Group AG held 1,218,244 CSWC 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 1,218,244 shares
    Change vs previous 13F +364,113 shares

    <0.01% of the 13F portfolio, value $28,957,660.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 854,131 shares
    Change vs previous 13F +36,983 shares

    <0.01% of the 13F portfolio, value $18,893,378.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 817,148 shares
    Change vs previous 13F +38,987 shares

    <0.01% of the 13F portfolio, value $18,099,828.

    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 778,161 shares
    Change vs previous 13F -4,899 shares

    <0.01% of the 13F portfolio, value $17,010,599.

    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 783,060 shares
    Change vs previous 13F +486,183 shares

    <0.01% of the 13F portfolio, value $17,258,642.

    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 296,877 shares
    Change vs previous 13F +194,471 shares

    <0.01% of the 13F portfolio, value $6,626,295.

    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 102,406 shares
    Change vs previous 13F +45,327 shares

    <0.01% of the 13F portfolio, value $2,234,499.

    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 57,079 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,443,528.

    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).