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Disclosery

Vontobel Holding Ltd.: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vontobel Holding Ltd. on WM, newest first. How the timeline and the estimate are built.

Vontobel Holding Ltd. held 2,375,932 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,375,932 shares
    Change vs previous 13F -550,681 shares

    1.77% of the 13F portfolio, value $529,547,725.

    13F-HR 0001588340-26-000003 filed by Vontobel Holding 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 2,926,613 shares
    Change vs previous 13F +132,647 shares

    2.31% of the 13F portfolio, value $672,506,402.

    13F-HR 0001588340-26-000002 filed by Vontobel Holding 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 2,793,966 shares
    Change vs previous 13F +587,940 shares

    2.02% of the 13F portfolio, value $613,862,270.

    13F-HR 0001588340-26-000001 filed by Vontobel Holding 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 2,206,026 shares
    Change vs previous 13F +1,800,728 shares

    1.53% of the 13F portfolio, value $487,156,721.

    13F-HR 0001588340-25-000002 filed by Vontobel Holding 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 405,298 shares
    Change vs previous 13F +95,400 shares

    0.3% of the 13F portfolio, value $92,740,288.

    13F-HR 0001085146-25-004058 filed by Vontobel Holding 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 309,898 shares
    Change vs previous 13F +148,780 shares

    0.26% of the 13F portfolio, value $71,744,486.

    13F-HR 0001085146-25-002357 filed by Vontobel Holding 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 161,118 shares
    Change vs previous 13F +14,976 shares

    0.11% of the 13F portfolio, value $32,512,002.

    13F-HR 0001085146-25-000609 filed by Vontobel Holding Ltd.
    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 146,142 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $30,339,079.

    13F-HR 0001085146-24-004918 filed by Vontobel Holding Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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