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Universal- Beteiligungs- und Servicegesellschaft mbH: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Universal- Beteiligungs- und Servicegesellschaft mbH on WM, newest first. How the timeline and the estimate are built.

Universal- Beteiligungs- und Servicegesellschaft mbH held 377,465 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 377,465 shares
    Change vs previous 13F +6,466 shares

    0.13% of the 13F portfolio, value $84,099,896.

    13F-HR 0002057170-26-000021 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 370,999 shares
    Change vs previous 13F -35,967 shares

    0.15% of the 13F portfolio, value $85,205,205.

    13F-HR 0002057170-26-000020 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 406,966 shares
    Change vs previous 13F +19,417 shares

    0.15% of the 13F portfolio, value $89,852,509.

    13F-HR 0002057170-26-000014 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 387,549 shares
    Change vs previous 13F +48,424 shares

    0.14% of the 13F portfolio, value $85,582,447.

    13F-HR 0002057170-25-000015 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 339,125 shares
    Change vs previous 13F -4,207 shares

    0.14% of the 13F portfolio, value $77,598,580.

    13F-HR 0002057170-25-000008 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 343,332 shares
    Change vs previous 13F -19,830 shares

    0.16% of the 13F portfolio, value $79,484,794.

    13F-HR 0002057170-25-000004 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    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 363,162 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $73,282,463.

    13F-HR 0002057170-25-000003 filed by Universal- Beteiligungs- und Servicegesellschaft mbH
    Filed (acceptance time not in the bulk data set), ingested

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