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Disclosery

UBS Group AG: HEEM position timeline

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

UBS Group AG held 31,560 HEEM 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 31,560 shares
    Change vs previous 13F +4,670 shares

    <0.01% of the 13F portfolio, value $1,411,679.

    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 26,890 shares
    Change vs previous 13F -1,769 shares

    <0.01% of the 13F portfolio, value $992,779.

    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 28,659 shares
    Change vs previous 13F +1,032 shares

    <0.01% of the 13F portfolio, value $996,187.

    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 27,627 shares
    Change vs previous 13F +1,316 shares

    <0.01% of the 13F portfolio, value $929,649.

    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 26,311 shares
    Change vs previous 13F -405 shares

    <0.01% of the 13F portfolio, value $791,830.

    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 26,716 shares
    Change vs previous 13F -9,517 shares

    <0.01% of the 13F portfolio, value $750,185.

    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 36,233 shares
    Change vs previous 13F -6,693 shares

    <0.01% of the 13F portfolio, value $979,269.

    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 42,926 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,219,957.

    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).