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Disclosery

BAILARD, INC.: HLN position timeline

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

BAILARD, INC. held 20,979 HLN shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,979 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $195,734.

    13F-HR 0001172661-26-002958 filed by BAILARD, INC.
    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 20,979 shares
    Change vs previous 13F -280 shares

    <0.01% of the 13F portfolio, value $210,000.

    13F-HR 0001172661-26-001642 filed by BAILARD, INC.
    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 21,259 shares
    Change vs previous 13F -261 shares

    <0.01% of the 13F portfolio, value $214,928.

    13F-HR 0001172661-26-000466 filed by BAILARD, INC.
    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 21,520 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $193,034.

    13F-HR 0001172661-25-004491 filed by BAILARD, INC.
    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 21,470 shares
    Change vs previous 13F -1,568 shares

    0.01% of the 13F portfolio, value $222,644.

    13F-HR 0001172661-25-002963 filed by BAILARD, INC.
    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 23,038 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $237,061.

    13F-HR 0001172661-25-001565 filed by BAILARD, INC.
    Filed (acceptance time not in the bulk data set), ingested

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