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Disclosery

UBS Group AG: HLLY position timeline

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

UBS Group AG held 80,715 HLLY 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 80,715 shares
    Change vs previous 13F -81,061 shares

    <0.01% of the 13F portfolio, value $205,824.

    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 161,776 shares
    Change vs previous 13F +149,425 shares

    <0.01% of the 13F portfolio, value $496,652.

    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 12,351 shares
    Change vs previous 13F -257,266 shares

    <0.01% of the 13F portfolio, value $51,010.

    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 269,617 shares
    Change vs previous 13F +122,365 shares

    <0.01% of the 13F portfolio, value $846,597.

    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 147,252 shares
    Change vs previous 13F +80,743 shares

    <0.01% of the 13F portfolio, value $294,504.

    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 66,509 shares
    Change vs previous 13F +24,963 shares

    <0.01% of the 13F portfolio, value $170,928.

    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 41,546 shares
    Change vs previous 13F -17,274 shares

    <0.01% of the 13F portfolio, value $125,468.

    13F-HR 0000950123-25-002409 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: 0 shares
    • UBS Group AG: 41,546 shares

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

  8. period ended2024-09-30
    13F 58,820 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $173,519.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 33,183 shares
    • UBS Group AG: 25,637 shares

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