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Stonehage Fleming Financial Services Holdings Ltd: IAUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stonehage Fleming Financial Services Holdings Ltd on IAUM, newest first. How the timeline and the estimate are built.

Stonehage Fleming Financial Services Holdings Ltd held 118,947 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,947 shares
    Change vs previous 13F +5,639 shares

    0.16% of the 13F portfolio, value $4,759,068.

    13F-HR 0001214659-26-010446 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 113,308 shares
    Change vs previous 13F +14,588 shares

    0.19% of the 13F portfolio, value $5,291,483.

    13F-HR 0001214659-26-006053 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 98,720 shares
    Change vs previous 13F -2,304 shares

    0.13% of the 13F portfolio, value $4,243,972.

    13F-HR 0001214659-26-000381 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 101,024 shares
    Change vs previous 13F +10,709 shares

    0.11% of the 13F portfolio, value $3,889,424.

    13F-HR 0001214659-25-015748 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 90,315 shares
    Change vs previous 13F +8,314 shares

    0.09% of the 13F portfolio, value $2,979,491.

    13F-HR 0001214659-25-010895 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 82,001 shares
    Change vs previous 13F +52,155 shares

    0.09% of the 13F portfolio, value $2,555,971.

    13F-HR 0001214659-25-007529 filed by Stonehage Fleming Financial Services Holdings Ltd
    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 29,846 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $781,069.

    13F-HR 0001214659-25-001095 filed by Stonehage Fleming Financial Services Holdings Ltd
    Filed (acceptance time not in the bulk data set), ingested

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