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

Bank Julius Baer & Co. Ltd, Zurich held 177,555 PEP 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 177,555 shares
    Change vs previous 13F +81,470 shares

    0.06% of the 13F portfolio, value $24,076,330.

    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 96,085 shares
    Change vs previous 13F -9,132 shares

    0.05% of the 13F portfolio, value $14,960,192.

    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 105,217 shares
    Change vs previous 13F -13,916 shares

    0.04% of the 13F portfolio, value $15,116,330.

    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 119,133 shares
    Change vs previous 13F -7,005 shares

    0.05% of the 13F portfolio, value $16,731,005.

    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 126,138 shares
    Change vs previous 13F -575,248 shares

    0.05% of the 13F portfolio, value $16,655,200.

    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 701,386 shares
    Change vs previous 13F +80,001 shares

    0.34% of the 13F portfolio, value $105,053,900.

    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 621,385 shares
    Change vs previous 13F +42,865 shares

    0.31% of the 13F portfolio, value $100,454,693.

    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 578,520 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $111,141,874.

    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).