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Disclosery

UBS Group AG: SMBK position timeline

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

UBS Group AG held 11,077 SMBK 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 11,077 shares
    Change vs previous 13F -1,969 shares

    <0.01% of the 13F portfolio, value $519,732.

    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: 208 shares
    • UBS Group AG: 10,869 shares

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

  2. period ended2026-03-31
    13F 13,046 shares
    Change vs previous 13F -2,157 shares

    <0.01% of the 13F portfolio, value $509,838.

    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: 208 shares
    • UBS Group AG: 12,838 shares

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

  3. period ended2025-12-31
    13F 15,203 shares
    Change vs previous 13F +2,160 shares

    <0.01% of the 13F portfolio, value $562,359.

    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: 205 shares
    • UBS Group AG: 14,998 shares

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

  4. period ended2025-09-30
    13F 13,043 shares
    Change vs previous 13F -1,009 shares

    <0.01% of the 13F portfolio, value $466,027.

    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 14,052 shares
    Change vs previous 13F +4,813 shares

    <0.01% of the 13F portfolio, value $474,677.

    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 9,239 shares
    Change vs previous 13F -1,248 shares

    <0.01% of the 13F portfolio, value $287,148.

    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 10,487 shares
    Change vs previous 13F +482 shares

    <0.01% of the 13F portfolio, value $324,887.

    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 10,005 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $291,546.

    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).