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Disclosery

Vontobel Holding Ltd.: XLU position timeline

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

Vontobel Holding Ltd. held 4,931 XLU 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 4,931 shares
    Change vs previous 13F -10,133 shares

    <0.01% of the 13F portfolio, value $223,572.

    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 15,064 shares
    Change vs previous 13F +7,646 shares

    <0.01% of the 13F portfolio, value $691,287.

    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 7,418 shares
    Change vs previous 13F +4,675 shares

    <0.01% of the 13F portfolio, value $316,675.

    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 2,743 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $239,218.

    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 2,717 shares
    Change vs previous 13F -11,223 shares

    <0.01% of the 13F portfolio, value $221,870.

    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 13,940 shares
    Change vs previous 13F -6,200 shares

    <0.01% of the 13F portfolio, value $1,099,169.

    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 20,140 shares
    Change vs previous 13F +7,123 shares

    0.01% of the 13F portfolio, value $1,524,396.

    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 13,017 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,051,514.

    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).