Ownership history in UBS Group AG · 7 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in NORTHERN LTS FD TR IV (BAMU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 464 | +400 | +625.0% | 0.00% | $12K | $25.08 |
| 2025 Q3 | REDUCED | 64 | -215 | -77.1% | 0.00% | $2K | $24.89 |
| 2025 Q2 | ADDED | 279 | +128 | +84.8% | 0.00% | $7K | $24.68 |
| 2025 Q1 | ADDED | 151 | +35 | +30.2% | 0.00% | $4K | $24.51 |
| 2024 Q4 | ADDED | 116 | +59 | +103.5% | 0.00% | $3K | $24.31 |
| 2024 Q1 | REDUCED | 57 | -43 | -43.0% | 0.00% | $1K | $23.57 |
| 2023 Q4 | INITIATED | 100 | — | — | 0.00% | $3K | — |
As of 2025 Q4 — sorted by position size