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Disclosery

UBS Group AG: UPXI position timeline

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

UBS Group AG held 232,206 UPXI 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 232,206 shares
    Change vs previous 13F -533,570 shares

    <0.01% of the 13F portfolio, value $182,049.

    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 765,776 shares
    Change vs previous 13F +285,891 shares

    <0.01% of the 13F portfolio, value $755,056.

    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 479,885 shares
    Change vs previous 13F -277,359 shares

    <0.01% of the 13F portfolio, value $806,207.

    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 757,244 shares
    Change vs previous 13F +720,990 shares

    <0.01% of the 13F portfolio, value $4,369,298.

    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 36,254 shares
    Change vs previous 13F +35,061 shares

    <0.01% of the 13F portfolio, value $108,037.

    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 1,193 shares
    Change vs previous 13F -3,282 shares

    <0.01% of the 13F portfolio, value $2,493.

    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 4,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,707.

    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).