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Disclosery

LGT Group Foundation: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LGT Group Foundation on BEN, newest first. How the timeline and the estimate are built.

LGT Group Foundation held 10,375 BEN 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 10,375 shares
    Change vs previous 13F -1,815 shares

    <0.01% of the 13F portfolio, value $345,176.

    13F-HR 0001911278-26-000007 filed by LGT Group Foundation
    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 12,190 shares
    Change vs previous 13F -2,770 shares

    <0.01% of the 13F portfolio, value $287,928.

    13F-HR 0001911278-26-000002 filed by LGT Group Foundation
    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 14,960 shares
    Change vs previous 13F +60 shares

    <0.01% of the 13F portfolio, value $356,947.

    13F-HR 0001911278-26-000001 filed by LGT Group Foundation
    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 14,900 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $335,847.

    13F-HR 0001911278-25-000008 filed by LGT Group Foundation
    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 14,900 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $355,365.

    13F-HR 0001911278-25-000005 filed by LGT Group Foundation
    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 14,900 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $286,825.

    13F-HR 0001911284-25-000003 filed by LGT Group Foundation
    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 14,900 shares
    Change vs previous 13F -350 shares

    <0.01% of the 13F portfolio, value $302,321.

    13F-HR 0001911278-25-000001 filed by LGT Group Foundation
    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 15,250 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $303,017.

    13F-HR 0001911278-24-000012 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

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