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

Bank Julius Baer & Co. Ltd, Zurich held 290,988 HWM 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 290,988 shares
    Change vs previous 13F +10,754 shares

    0.2% of the 13F portfolio, value $78,271,683.

    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 280,234 shares
    Change vs previous 13F +264,121 shares

    0.19% of the 13F portfolio, value $64,144,745.

    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 16,113 shares
    Change vs previous 13F -12,753 shares

    0.01% of the 13F portfolio, value $3,332,069.

    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 28,866 shares
    Change vs previous 13F -45,488 shares

    0.02% of the 13F portfolio, value $5,664,412.

    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 74,354 shares
    Change vs previous 13F -9,803 shares

    0.04% of the 13F portfolio, value $13,839,509.

    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 84,157 shares
    Change vs previous 13F -57,170 shares

    0.04% of the 13F portfolio, value $10,914,708.

    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 141,327 shares
    Change vs previous 13F +18,227 shares

    0.05% of the 13F portfolio, value $15,704,345.

    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 123,100 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $12,486,774.

    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).