Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,423,449
+$1,158,686 QoQ
Shares Held
109,432
+0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#194
of 758 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Timber Creek Capital Management LLC holds $5,693,496 across 2 Banks - Diversified names. UBS ranks #1 (95.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
This page
|
109,432 | $5,423,449 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
825 | $270,047 |
All Filings in UBS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,423,449 | 109,432 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,264,763 | 109,157 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,250,766 | 113,383 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,775,106 | 116,466 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,959,780 | 117,084 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,588,028 | 117,141 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,566,026 | 117,613 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,625,804 | 117,302 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,530,366 | 85,659 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,567,915 | 83,591 | Shares | Sole | 2024-04-03 | |
| No filing history on record for this holder in this stock. | ||||||