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UBS Group AG: IVOV position timeline

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

UBS Group AG held 107,420 IVOV 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 107,420 shares
    Change vs previous 13F -1,939 shares

    <0.01% of the 13F portfolio, value $12,253,399.

    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: 0 shares
    • UBS Group AG: 107,420 shares

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

  2. period ended2026-03-31
    13F 109,359 shares
    Change vs previous 13F +5,359 shares

    <0.01% of the 13F portfolio, value $11,149,150.

    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: 1,136 shares
    • UBS Group AG: 108,223 shares

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

  3. period ended2025-12-31
    13F 104,000 shares
    Change vs previous 13F +1,165 shares

    <0.01% of the 13F portfolio, value $10,505,040.

    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: 1,136 shares
    • UBS Group AG: 102,864 shares

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

  4. period ended2025-09-30
    13F 102,835 shares
    Change vs previous 13F -4,313 shares

    <0.01% of the 13F portfolio, value $10,362,683.

    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 107,148 shares
    Change vs previous 13F +3,909 shares

    <0.01% of the 13F portfolio, value $10,229,419.

    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 103,239 shares
    Change vs previous 13F -359 shares

    <0.01% of the 13F portfolio, value $9,502,428.

    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 103,598 shares
    Change vs previous 13F -3,831 shares

    <0.01% of the 13F portfolio, value $9,899,410.

    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 107,429 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,284,178.

    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).