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Disclosery

UBS Group AG: PHAT position timeline

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

UBS Group AG held 260,361 PHAT 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 260,361 shares
    Change vs previous 13F -155,798 shares

    <0.01% of the 13F portfolio, value $2,824,918.

    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: 55,788 shares
    • UBS Group AG: 204,573 shares

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

  2. period ended2026-03-31
    13F 416,159 shares
    Change vs previous 13F +81,145 shares

    <0.01% of the 13F portfolio, value $4,623,525.

    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: 55,788 shares
    • UBS Group AG: 360,371 shares

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

  3. period ended2025-12-31
    13F 335,014 shares
    Change vs previous 13F -3,346 shares

    <0.01% of the 13F portfolio, value $5,557,882.

    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: 30,631 shares
    • UBS Group AG: 304,383 shares

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

  4. period ended2025-09-30
    13F 338,360 shares
    Change vs previous 13F -81,113 shares

    <0.01% of the 13F portfolio, value $3,982,497.

    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 419,473 shares
    Change vs previous 13F -387,849 shares

    <0.01% of the 13F portfolio, value $4,022,746.

    13F-HR 0000950123-25-008111 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: 419,473 shares

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

  6. period ended2025-03-31
    13F 807,322 shares
    Change vs previous 13F +223,903 shares

    <0.01% of the 13F portfolio, value $5,061,909.

    13F-HR 0000950123-25-004922 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: 99,744 shares
    • UBS Group AG: 707,578 shares

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

  7. period ended2024-12-31
    13F 583,419 shares
    Change vs previous 13F +413,453 shares

    <0.01% of the 13F portfolio, value $4,737,363.

    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: 117,803 shares
    • UBS Group AG: 465,616 shares

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

  8. period ended2024-09-30
    13F 169,966 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,072,985.

    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: 98,025 shares
    • UBS Group AG: 71,941 shares

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