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

Bank Julius Baer & Co. Ltd, Zurich held 526,661 TER 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 526,661 shares
    Change vs previous 13F +141,762 shares

    0.65% of the 13F portfolio, value $251,694,493.

    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 384,899 shares
    Change vs previous 13F +290,045 shares

    0.34% of the 13F portfolio, value $111,638,750.

    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 94,854 shares
    Change vs previous 13F +65,887 shares

    0.05% of the 13F portfolio, value $18,567,066.

    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 28,967 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,986,991.

    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).