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Disclosery

UBS Group AG: SHLD position timeline

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

UBS Group AG held 727,483 SHLD 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 727,483 shares
    Change vs previous 13F -87,127 shares

    <0.01% of the 13F portfolio, value $43,438,011.

    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: 160 shares
    • UBS Group AG: 727,323 shares

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

  2. period ended2026-03-31
    13F 814,610 shares
    Change vs previous 13F +472,159 shares

    0.01% of the 13F portfolio, value $57,706,972.

    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: 160 shares
    • UBS Group AG: 814,450 shares

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

  3. period ended2025-12-31
    13F 342,451 shares
    Change vs previous 13F +9,603 shares

    <0.01% of the 13F portfolio, value $22,187,400.

    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 332,848 shares
    Change vs previous 13F +190,612 shares

    <0.01% of the 13F portfolio, value $23,379,244.

    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 142,236 shares
    Change vs previous 13F -73,363 shares

    <0.01% of the 13F portfolio, value $8,569,719.

    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 215,599 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,036,133.

    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).