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Disclosery

Vontobel Holding Ltd.: UPST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vontobel Holding Ltd. on UPST, newest first. How the timeline and the estimate are built.

Vontobel Holding Ltd. held 9,140 UPST shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,140 shares
    Change vs previous 13F -15,795 shares

    <0.01% of the 13F portfolio, value $323,830.

    13F-HR 0001588340-26-000003 filed by Vontobel Holding Ltd.
    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 24,935 shares
    Change vs previous 13F +3,680 shares

    <0.01% of the 13F portfolio, value $639,583.

    13F-HR 0001588340-26-000002 filed by Vontobel Holding Ltd.
    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 21,255 shares
    Change vs previous 13F +10,265 shares

    <0.01% of the 13F portfolio, value $929,481.

    13F-HR 0001588340-26-000001 filed by Vontobel Holding Ltd.
    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 10,990 shares
    Change vs previous 13F +5,728 shares

    <0.01% of the 13F portfolio, value $558,292.

    13F-HR 0001588340-25-000002 filed by Vontobel Holding Ltd.
    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 5,262 shares
    Change vs previous 13F -507 shares

    <0.01% of the 13F portfolio, value $340,346.

    13F-HR 0001085146-25-004058 filed by Vontobel Holding Ltd.
    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 5,769 shares
    Change vs previous 13F +1,969 shares

    <0.01% of the 13F portfolio, value $265,547.

    13F-HR 0001085146-25-002357 filed by Vontobel Holding Ltd.
    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 3,800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $233,966.

    13F-HR 0001085146-25-000609 filed by Vontobel Holding Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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