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Disclosery

J. Safra Sarasin Holding AG: EXC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J. Safra Sarasin Holding AG on EXC, newest first. How the timeline and the estimate are built.

J. Safra Sarasin Holding AG held 1,381,618 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,381,618 shares
    Change vs previous 13F -12,174 shares

    0.96% of the 13F portfolio, value $67,205,994.

    13F-HR 0001890222-26-000004 filed by J. Safra Sarasin Holding AG
    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 1,393,792 shares
    Change vs previous 13F +607,094 shares

    1.16% of the 13F portfolio, value $68,323,683.

    13F-HR 0001890222-26-000003 filed by J. Safra Sarasin Holding AG
    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 786,698 shares
    Change vs previous 13F +717,860 shares

    0.56% of the 13F portfolio, value $34,292,166.

    13F-HR 0001890222-26-000001 filed by J. Safra Sarasin Holding AG
    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 68,838 shares
    Change vs previous 13F +14,710 shares

    0.05% of the 13F portfolio, value $3,098,398.

    13F-HR 0001890222-25-000008 filed by J. Safra Sarasin Holding AG
    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 54,128 shares
    Change vs previous 13F +54,128 shares

    0.04% of the 13F portfolio, value $2,350,238.

    13F-HR 0001890222-25-000003 filed by J. Safra Sarasin Holding AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0002056555-25-000002 filed by J. Safra Sarasin Holding AG
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.