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UBS Group AG: WHF position timeline

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

UBS Group AG held 57,392 WHF 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 57,392 shares
    Change vs previous 13F +25,857 shares

    <0.01% of the 13F portfolio, value $384,526.

    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 31,535 shares
    Change vs previous 13F -10,256 shares

    <0.01% of the 13F portfolio, value $233,359.

    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 41,791 shares
    Change vs previous 13F -25,368 shares

    <0.01% of the 13F portfolio, value $290,447.

    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 67,159 shares
    Change vs previous 13F +8,337 shares

    <0.01% of the 13F portfolio, value $464,740.

    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 58,822 shares
    Change vs previous 13F +37,294 shares

    <0.01% of the 13F portfolio, value $512,928.

    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 21,528 shares
    Change vs previous 13F -13,398 shares

    <0.01% of the 13F portfolio, value $207,745.

    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 34,926 shares
    Change vs previous 13F -13,950 shares

    <0.01% of the 13F portfolio, value $338,083.

    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 48,876 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $565,496.

    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).