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Disclosery

LGT Group Foundation: HRB position timeline

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

LGT Group Foundation held 22,257 HRB 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 22,257 shares
    Change vs previous 13F -17,836 shares

    0.01% of the 13F portfolio, value $847,547.

    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 40,093 shares
    Change vs previous 13F +16,857 shares

    0.02% of the 13F portfolio, value $1,272,552.

    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 23,236 shares
    Change vs previous 13F -8,150 shares

    0.01% of the 13F portfolio, value $1,011,928.

    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 31,386 shares
    Change vs previous 13F +3,097 shares

    0.02% of the 13F portfolio, value $1,604,452.

    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 28,289 shares
    Change vs previous 13F -11,032 shares

    0.02% of the 13F portfolio, value $1,552,783.

    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 39,321 shares
    Change vs previous 13F +14,713 shares

    0.03% of the 13F portfolio, value $2,159,116.

    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 24,608 shares
    Change vs previous 13F -251 shares

    0.02% of the 13F portfolio, value $1,300,287.

    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 24,859 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,562,388.

    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).