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

Bank Julius Baer & Co. Ltd, Zurich held 299,394 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 299,394 shares
Change vs previous 13F +4,310 shares
0.07% of the 13F portfolio, value $27,811,039.
13F-HR 0001544599-26-000006 filed by Bank Julius Baer & Co. Ltd, Zurich
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 295,084 shares
Change vs previous 13F -9,729 shares
0.09% of the 13F portfolio, value $28,583,275.
13F-HR 0001544599-26-000005 filed by Bank Julius Baer & Co. Ltd, Zurich
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 304,813 shares
Change vs previous 13F -3,755 shares
0.07% of the 13F portfolio, value $27,042,935.
13F-HR 0001544599-26-000002 filed by Bank Julius Baer & Co. Ltd, Zurich
Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 308,568 shares
Change vs previous 13F +6,039 shares
0.08% of the 13F portfolio, value $27,764,918.
13F-HR 0001544599-25-000009 filed by Bank Julius Baer & Co. Ltd, Zurich
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F/A 302,529 shares
Change vs previous 13F +15,391 shares
0.07% of the 13F portfolio, value $22,922,607.
13F-HR/A 0001544599-25-000006 filed by Bank Julius Baer & Co. Ltd, Zurich
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 287,138 shares
Change vs previous 13F +210,014 shares
0.07% of the 13F portfolio, value $20,241,422.
13F-HR/A 0001544599-25-000008 filed by Bank Julius Baer & Co. Ltd, Zurich
Filed 2025-09-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 77,124 shares
Change vs previous 13F +30,134 shares
0.02% of the 13F portfolio, value $6,746,369.
13F-HR 0001544599-25-000001 filed by Bank Julius Baer & Co. Ltd, Zurich
Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 46,990 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $3,941,564.
13F-HR 0001544599-24-000010 filed by Bank Julius Baer & Co. Ltd, Zurich
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).