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Disclosery

UBS Group AG: TWFG position timeline

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

UBS Group AG held 43,698 TWFG 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 43,698 shares
    Change vs previous 13F -38,487 shares

    <0.01% of the 13F portfolio, value $1,050,937.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 82,185 shares
    Change vs previous 13F +36,273 shares

    <0.01% of the 13F portfolio, value $1,511,382.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 45,912 shares
    Change vs previous 13F -260 shares

    <0.01% of the 13F portfolio, value $1,320,888.

    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 46,172 shares
    Change vs previous 13F +16,657 shares

    <0.01% of the 13F portfolio, value $1,266,959.

    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 29,515 shares
    Change vs previous 13F -88,661 shares

    <0.01% of the 13F portfolio, value $1,033,025.

    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 118,176 shares
    Change vs previous 13F -43,340 shares

    <0.01% of the 13F portfolio, value $3,652,820.

    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 161,516 shares
    Change vs previous 13F +160,832 shares

    <0.01% of the 13F portfolio, value $4,974,692.

    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 684 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,550.

    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).