Ownership history in UBS Group AG · 13 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in NORTHERN LTS FD TR IV (IBD). 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 Q3 | ADDED | 155 | +14 | +9.9% | 0.00% | $4K | $23.74 |
| 2025 Q2 | REDUCED | 141 | -85 | -37.6% | 0.00% | $3K | $23.36 |
| 2024 Q4 | ADDED | 226 | +213 | +1638.5% | 0.00% | $5K | $22.34 |
| 2023 Q2 | REDUCED | 13 | -3,141 | -99.6% | 0.00% | $300 | $20.69 |
| 2022 Q3 | ADDED | 3,154 | +1,382 | +78.0% | 0.00% | $71K | $19.83 |
| 2021 Q3 | ADDED | 1,772 | +1,673 | +1689.9% | 0.00% | $46K | $22.58 |
| 2020 Q4 | REDUCED | 99 | -897 | -90.1% | 0.00% | $3K | $22.77 |
| 2020 Q3 | ADDED | 996 | +423 | +73.8% | 0.00% | $26K | $22.45 |
| 2020 Q1 | ADDED | 573 | +461 | +411.6% | 0.00% | $14K | $20.62 |
| 2019 Q4 | REDUCED | 112 | -400 | -78.1% | 0.00% | $3K | $21.66 |
As of 2025 Q4 — sorted by position size