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Disclosery

UBS Group AG: DAVE position timeline

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

UBS Group AG held 120,060 DAVE 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 120,060 shares
    Change vs previous 13F +57,854 shares

    <0.01% of the 13F portfolio, value $44,733,155.

    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: 21,913 shares
    • UBS Group AG: 98,147 shares

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

  2. period ended2026-03-31
    13F 62,206 shares
    Change vs previous 13F -22,483 shares

    <0.01% of the 13F portfolio, value $10,829,442.

    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: 15,850 shares
    • UBS Group AG: 46,356 shares

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

  3. period ended2025-12-31
    13F 84,689 shares
    Change vs previous 13F +13,926 shares

    <0.01% of the 13F portfolio, value $18,750,992.

    13F-HR 0001610520-26-000004 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: 15,020 shares
    • UBS Group AG: 69,669 shares

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

  4. period ended2025-09-30
    13F 70,763 shares
    Change vs previous 13F -37,301 shares

    <0.01% of the 13F portfolio, value $14,106,604.

    13F-HR 0001193125-25-279802 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: 12,119 shares
    • UBS Group AG: 58,644 shares

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

  5. period ended2025-06-30
    13F 108,064 shares
    Change vs previous 13F +77,614 shares

    <0.01% of the 13F portfolio, value $29,005,458.

    13F-HR 0000950123-25-008111 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: 24,996 shares
    • UBS Group AG: 83,068 shares

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

  6. period ended2025-03-31
    13F 30,450 shares
    Change vs previous 13F -68,901 shares

    <0.01% of the 13F portfolio, value $2,516,998.

    13F-HR 0000950123-25-004922 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: 7,736 shares
    • UBS Group AG: 22,714 shares

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

  7. period ended2024-12-31
    13F 99,351 shares
    Change vs previous 13F -235,947 shares

    <0.01% of the 13F portfolio, value $8,635,589.

    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 335,298 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,398,508.

    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).