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Disclosery

UBS Group AG: WLFC position timeline

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

UBS Group AG held 68,671 WLFC 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 68,671 shares
    Change vs previous 13F +28,208 shares

    <0.01% of the 13F portfolio, value $15,711,925.

    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: 3,311 shares
    • UBS Group AG: 65,360 shares

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

  2. period ended2026-03-31
    13F 40,463 shares
    Change vs previous 13F -23,273 shares

    <0.01% of the 13F portfolio, value $6,889,231.

    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: 3,388 shares
    • UBS Group AG: 37,075 shares

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

  3. period ended2025-12-31
    13F 63,736 shares
    Change vs previous 13F -32,373 shares

    <0.01% of the 13F portfolio, value $8,645,152.

    13F-HR 0001610520-26-000004 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: 3,915 shares
    • UBS Group AG: 59,821 shares

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

  4. period ended2025-09-30
    13F 96,109 shares
    Change vs previous 13F +7,975 shares

    <0.01% of the 13F portfolio, value $13,175,583.

    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: 3,915 shares
    • UBS Group AG: 92,194 shares

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

  5. period ended2025-06-30
    13F 88,134 shares
    Change vs previous 13F +61,363 shares

    <0.01% of the 13F portfolio, value $12,583,772.

    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: 7,940 shares
    • UBS Group AG: 80,194 shares

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

  6. period ended2025-03-31
    13F 26,771 shares
    Change vs previous 13F -30,442 shares

    <0.01% of the 13F portfolio, value $4,229,015.

    13F-HR 0000950123-25-004922 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: 5,439 shares
    • UBS Group AG: 21,332 shares

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

  7. period ended2024-12-31
    13F 57,213 shares
    Change vs previous 13F +54,527 shares

    <0.01% of the 13F portfolio, value $11,874,559.

    13F-HR 0000950123-25-002409 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: 4,321 shares
    • UBS Group AG: 52,892 shares

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

  8. period ended2024-09-30
    13F 2,686 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $399,704.

    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).