Position in WFG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,325,433
+$6,581,657 QoQ
Shares Held
142,831
+218.1% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Mar 31, 2026UBS Group AG holds $44,390,097 across 5 Lumber & Wood Production names. WFG ranks #3 (21.0% of the industry book) .
All Filings in WFG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,325,433 | 142,831 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,743,776 | 44,899 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $12,093,707 | 177,901 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,166,581 | 84,128 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,430,512 | 148,564 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,322,637 | 177,038 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,504,454 | 46,266 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,654,478 | 73,559 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,071,187 | 70,244 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,258,888 | 61,450 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,262,883 | 58,766 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $6,598,104 | 76,740 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,580,718 | 106,411 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,325,264 | 128,998 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $11,475,526 | 158,305 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $16,109,768 | 209,954 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $10,084,072 | 122,335 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,632,953 | 69,557 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,281,051 | 62,698 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,494,207 | 90,600 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,866,588 | 67,554 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||