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Disclosery

UBS Group AG: WHG position timeline

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

UBS Group AG held 6,271 WHG 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 6,271 shares
    Change vs previous 13F +3,753 shares

    <0.01% of the 13F portfolio, value $120,152.

    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 2,518 shares
    Change vs previous 13F -1,322 shares

    <0.01% of the 13F portfolio, value $41,472.

    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 3,840 shares
    Change vs previous 13F -1,330 shares

    <0.01% of the 13F portfolio, value $66,086.

    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 5,170 shares
    Change vs previous 13F -1,293 shares

    <0.01% of the 13F portfolio, value $85,253.

    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 6,463 shares
    Change vs previous 13F +3,779 shares

    <0.01% of the 13F portfolio, value $100,823.

    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 2,684 shares
    Change vs previous 13F +1,598 shares

    <0.01% of the 13F portfolio, value $43,481.

    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 1,086 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $15,758.

    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 1,086 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,422.

    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).