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

Bank Julius Baer & Co. Ltd, Zurich held 49,587 IVLU 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 49,587 shares
    Change vs previous 13F -2,080 shares

    0.01% of the 13F portfolio, value $2,073,717.

    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 51,667 shares
    Change vs previous 13F +13,350 shares

    0.01% of the 13F portfolio, value $2,050,135.

    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 38,317 shares
    Change vs previous 13F -22,575 shares

    <0.01% of the 13F portfolio, value $1,457,956.

    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 60,892 shares
    Change vs previous 13F +11,464 shares

    0.01% of the 13F portfolio, value $2,160,444.

    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 49,428 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,625,681.

    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 49,428 shares
    Change vs previous 13F -77,723 shares

    <0.01% of the 13F portfolio, value $1,498,157.

    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 127,151 shares
    Change vs previous 13F +65,929 shares

    0.01% of the 13F portfolio, value $3,440,604.

    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 61,222 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,143,166.

    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).