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Disclosery

UBS Group AG: SMLF position timeline

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

UBS Group AG held 228,908 SMLF 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 228,908 shares
    Change vs previous 13F +12,528 shares

    <0.01% of the 13F portfolio, value $20,404,859.

    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: 5,970 shares
    • UBS Group AG: 222,938 shares

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

  2. period ended2026-03-31
    13F 216,380 shares
    Change vs previous 13F +56,792 shares

    <0.01% of the 13F portfolio, value $16,334,526.

    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: 5,970 shares
    • UBS Group AG: 210,410 shares

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

  3. period ended2025-12-31
    13F 159,588 shares
    Change vs previous 13F -49,770 shares

    <0.01% of the 13F portfolio, value $11,949,949.

    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 209,358 shares
    Change vs previous 13F +12,555 shares

    <0.01% of the 13F portfolio, value $15,565,767.

    13F-HR 0001193125-25-279802 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: 209,358 shares

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

  5. period ended2025-06-30
    13F 196,803 shares
    Change vs previous 13F +3,264 shares

    <0.01% of the 13F portfolio, value $13,372,764.

    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: 1,707 shares
    • UBS Group AG: 195,096 shares

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

  6. period ended2025-03-31
    13F 193,539 shares
    Change vs previous 13F +33,317 shares

    <0.01% of the 13F portfolio, value $12,030,384.

    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 160,222 shares
    Change vs previous 13F +3,986 shares

    <0.01% of the 13F portfolio, value $10,814,985.

    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 156,236 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,366,259.

    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).