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Disclosery

UBS Group AG: WSFS position timeline

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

UBS Group AG held 221,538 WSFS 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 221,538 shares
    Change vs previous 13F -145,988 shares

    <0.01% of the 13F portfolio, value $16,998,610.

    13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 118,291 shares
    • UBS Group AG: 103,247 shares

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

  2. period ended2026-03-31
    13F 367,526 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,058,252.

    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: 118,637 shares
    • UBS Group AG: 248,889 shares

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