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Disclosery

LGT Group Foundation: HLN position timeline

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

LGT Group Foundation held 307,275 HLN 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 307,275 shares
    Change vs previous 13F +9,906 shares

    0.03% of the 13F portfolio, value $2,866,876.

    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 297,369 shares
    Change vs previous 13F +22,761 shares

    0.04% of the 13F portfolio, value $2,976,664.

    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 274,608 shares
    Change vs previous 13F +256,935 shares

    0.03% of the 13F portfolio, value $2,768,049.

    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 17,673 shares
    Change vs previous 13F -299 shares

    <0.01% of the 13F portfolio, value $159,234.

    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 17,972 shares
    Change vs previous 13F +3,437 shares

    <0.01% of the 13F portfolio, value $186,370.

    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 14,535 shares
    Change vs previous 13F -16,176 shares

    <0.01% of the 13F portfolio, value $149,565.

    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 30,711 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $292,983.

    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).