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Disclosery

Bank Julius Baer & Co. Ltd, Zurich: HEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bank Julius Baer & Co. Ltd, Zurich on HEI, newest first. How the timeline and the estimate are built.

Bank Julius Baer & Co. Ltd, Zurich held 40,525 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,525 shares
    Change vs previous 13F -3,392 shares

    0.04% of the 13F portfolio, value $14,472,713.

    13F-HR 0001544599-26-000006 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,917 shares
    Change vs previous 13F -3,533 shares

    0.04% of the 13F portfolio, value $11,990,649.

    13F-HR 0001544599-26-000005 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 47,450 shares
    Change vs previous 13F -7,106 shares

    0.04% of the 13F portfolio, value $15,383,272.

    13F-HR 0001544599-26-000002 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,556 shares
    Change vs previous 13F -17,033 shares

    0.05% of the 13F portfolio, value $17,611,790.

    13F-HR 0001544599-25-000009 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 71,589 shares
    Change vs previous 13F -2,988 shares

    0.07% of the 13F portfolio, value $23,481,221.

    13F-HR/A 0001544599-25-000006 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 74,577 shares
    Change vs previous 13F +3,725 shares

    0.06% of the 13F portfolio, value $19,883,762.

    13F-HR/A 0001544599-25-000008 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 70,852 shares
    Change vs previous 13F +8,628 shares

    0.05% of the 13F portfolio, value $17,691,603.

    13F-HR 0001544599-25-000001 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 62,224 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $17,583,629.

    13F-HR 0001544599-24-000010 filed by Bank Julius Baer & Co. Ltd, Zurich
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).