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Bank Julius Baer & Co. Ltd, Zurich: HLN 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 HLN, newest first. How the timeline and the estimate are built.

Bank Julius Baer & Co. Ltd, Zurich held 4,481,615 HLN 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 4,481,615 shares
    Change vs previous 13F +125,239 shares

    0.11% of the 13F portfolio, value $41,842,598.

    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 4,356,376 shares
    Change vs previous 13F -100,783 shares

    0.13% of the 13F portfolio, value $43,607,320.

    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 4,457,159 shares
    Change vs previous 13F +153,530 shares

    0.12% of the 13F portfolio, value $45,061,873.

    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 4,303,629 shares
    Change vs previous 13F +12,533 shares

    0.11% of the 13F portfolio, value $38,603,556.

    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 4,291,096 shares
    Change vs previous 13F +119,340 shares

    0.13% of the 13F portfolio, value $44,498,665.

    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 4,171,756 shares
    Change vs previous 13F +405,892 shares

    0.14% of the 13F portfolio, value $42,927,369.

    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 3,765,864 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $39,628,069.

    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).