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Disclosery

UBS Group AG: IEP position timeline

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

UBS Group AG held 38,745 IEP 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 38,745 shares
    Change vs previous 13F -21,460 shares

    <0.01% of the 13F portfolio, value $279,351.

    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 60,205 shares
    Change vs previous 13F +4,936 shares

    <0.01% of the 13F portfolio, value $454,547.

    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 55,269 shares
    Change vs previous 13F -64,240 shares

    <0.01% of the 13F portfolio, value $417,280.

    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 119,509 shares
    Change vs previous 13F +10,786 shares

    <0.01% of the 13F portfolio, value $1,006,265.

    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 108,723 shares
    Change vs previous 13F -4,710 shares

    <0.01% of the 13F portfolio, value $874,676.

    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 113,433 shares
    Change vs previous 13F +72,075 shares

    <0.01% of the 13F portfolio, value $1,027,702.

    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 41,358 shares
    Change vs previous 13F +21,264 shares

    <0.01% of the 13F portfolio, value $358,573.

    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 20,094 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $271,671.

    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).