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Disclosery

UBS Group AG: IDLV position timeline

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

UBS Group AG held 82,143 IDLV 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 82,143 shares
    Change vs previous 13F -29,073 shares

    <0.01% of the 13F portfolio, value $2,833,358.

    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: 19,126 shares
    • UBS Group AG: 63,017 shares

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

  2. period ended2026-03-31
    13F 111,216 shares
    Change vs previous 13F +21,231 shares

    <0.01% of the 13F portfolio, value $3,831,835.

    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: 19,126 shares
    • UBS Group AG: 92,090 shares

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

  3. period ended2025-12-31
    13F 89,985 shares
    Change vs previous 13F -68,703 shares

    <0.01% of the 13F portfolio, value $3,050,492.

    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: 5,675 shares
    • UBS Group AG: 84,310 shares

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

  4. period ended2025-09-30
    13F 158,688 shares
    Change vs previous 13F -268,562 shares

    <0.01% of the 13F portfolio, value $5,316,049.

    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 427,250 shares
    Change vs previous 13F +92,654 shares

    <0.01% of the 13F portfolio, value $14,152,656.

    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 334,596 shares
    Change vs previous 13F +1,523 shares

    <0.01% of the 13F portfolio, value $10,146,624.

    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 333,073 shares
    Change vs previous 13F -6,013 shares

    <0.01% of the 13F portfolio, value $9,267,757.

    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: 333,073 shares

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

  8. period ended2024-09-30
    13F 339,086 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,314,996.

    13F-HR 0000950123-24-011557 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: 10,231 shares
    • UBS Group AG: 328,855 shares

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