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Livermore
Livermore
ZHEN

Greenleaf Trust

SEC CIK
0001162170
Latest filing
Jul 21, 2026

UBS holding history

UBS Group AG in every 13F filed by Greenleaf Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q2 2026)
31,467
Value
$1.56M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UBS by Greenleaf Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,467$1.56M<0.1%+421+1.4%AddedHolders
Q1 202631,046$1.21M<0.1%−17,685−36.3%ReducedHolders
Q4 202548,731$2.26M<0.1%−170−0.3%ReducedHolders
Q3 202548,901$2.00M<0.1%+219+0.4%AddedHolders
Q2 202548,682$1.65M<0.1%−35−0.1%ReducedHolders
Q1 202548,717$1.49M<0.1%+168+0.3%AddedHolders
Q4 202448,549$1.47M<0.1%+78+0.2%AddedHolders
Q3 202448,471$1.50M<0.1%+451+0.9%AddedHolders
Q2 202448,020$1.42M<0.1%+66+0.1%AddedHolders
Q1 202447,954$1.47M<0.1%+85+0.2%AddedHolders
Q4 202347,869$1.48M<0.1%−451−0.9%ReducedHolders
Q3 202348,320$1.19M<0.1%+76+0.2%AddedHolders
Q2 202348,244$977.9K<0.1%−49−0.1%ReducedHolders
Q1 202348,293$1.03M<0.1%+45+0.1%AddedHolders
Q4 202248,248$901.0K<0.1%−999−2.0%ReducedHolders
Q3 202249,247$715.0K<0.1%−315−0.6%ReducedHolders
Q2 202249,562$804.0K<0.1%−181−0.4%ReducedHolders
Q1 202249,743$972.0K<0.1%+1,012+2.1%AddedHolders
Q4 202148,731$871.0K<0.1%+1,209+2.5%AddedHolders
Q3 202147,522$758.0K<0.1%+69+0.1%AddedHolders
Q2 202147,453$728.0K<0.1%+1,069+2.3%AddedHolders
Q1 202146,384$720.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.