Filer Snapshot

Establishment Unisphere

CIK 0002012090. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

10

Latest filing

14 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Largest parsed holding

JPM

$1.41B reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

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Source: SEC Form 13F

13F-HR filed on 14 May 2026 for CIK 0002012090.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$11.89B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$11.89B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
JPM TMO HON SPGI BLK
+15 moreGOOGL INTU MSFT NVDA PFE ZTS V LIN BAC AMZN TJX AVGO BSX RSG SUNB

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

JPM TMO HON SPGI BLK GOOGL INTU MSFT
+12 moreNVDA PFE ZTS V LIN BAC AMZN TJX AVGO BSX RSG SUNB
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
Herrengasse 2, Vaduz, Liechtenstein, 9490

Filer intelligence

What SEC filings say about Establishment Unisphere

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $11.89B across 50 reported holdings for Q1 2026.
  • Largest parsed 13F holding: JPM at $1.41B.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 50 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 14 May 2026

Top 5 concentration

43%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$5.13B

Compared with $11.89B total 13F value.

Top 5 net change

+$182.2M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: GOOGL ยท Largest trim: ZTS

JPM TMO HON SPGI BLK Other holdings

JPM

11.9%

Jpmorgan Chase & Co

$1.41B

TMO

8.5%

Thermo Fisher Scientific Inc

$1.01B

HON

7.8%

Honeywell Intl Inc

$926.72M

SPGI

7.6%

S&P Global Inc

$906M

BLK

7.4%

Blackrock Inc

$876.79M

Latest update

What changed recently for Establishment Unisphere

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

SEC filing record

CIK 0002012090 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
10
First seen
14 Feb 2024
Latest filing
14 May 2026
Entity
Individual

Latest Filings

Showing the latest 10 of 10 SEC filings for Establishment Unisphere.

13F-HR

13F-HR filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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