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Disclosery

Vident Advisory, LLC: UBS position timeline

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

Vident Advisory, LLC held 75,159 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,159 shares
    Change vs previous 13F +2,377 shares

    0.03% of the 13F portfolio, value $3,724,895.

    13F-HR 0001172661-26-003342 filed by Vident Advisory, LLC
    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 72,782 shares
    Change vs previous 13F +3,229 shares

    0.02% of the 13F portfolio, value $2,843,594.

    13F-HR 0001172661-26-001995 filed by Vident Advisory, LLC
    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 69,553 shares
    Change vs previous 13F -13,524 shares

    0.03% of the 13F portfolio, value $3,221,490.

    13F-HR 0001172661-26-001275 filed by Vident Advisory, LLC
    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 83,077 shares
    Change vs previous 13F -38,743 shares

    0.03% of the 13F portfolio, value $3,405,945.

    13F-HR 0001172661-25-004874 filed by Vident Advisory, LLC
    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 121,820 shares
    Change vs previous 13F -2,573 shares

    0.05% of the 13F portfolio, value $4,115,959.

    13F-HR 0001172661-25-003424 filed by Vident Advisory, LLC
    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 124,393 shares
    Change vs previous 13F +11,384 shares

    0.06% of the 13F portfolio, value $3,798,242.

    13F-HR 0001172661-25-001986 filed by Vident Advisory, LLC
    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 113,009 shares
    Change vs previous 13F -4,336 shares

    0.06% of the 13F portfolio, value $3,441,287.

    13F-HR 0001172661-25-000890 filed by Vident Advisory, LLC
    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 117,345 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,626,397.

    13F-HR 0001172661-24-004772 filed by Vident Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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