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Disclosery

BAILARD, INC.: IUSV position timeline

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

BAILARD, INC. held 40,116 IUSV 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 40,116 shares
    Change vs previous 13F -13 shares

    0.09% of the 13F portfolio, value $4,418,777.

    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 40,129 shares
    Change vs previous 13F +647 shares

    0.09% of the 13F portfolio, value $4,103,190.

    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 39,482 shares
    Change vs previous 13F +1,622 shares

    0.09% of the 13F portfolio, value $4,048,484.

    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 37,860 shares
    Change vs previous 13F +3 shares

    0.08% of the 13F portfolio, value $3,784,107.

    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 37,857 shares
    Change vs previous 13F +1,615 shares

    0.08% of the 13F portfolio, value $3,582,408.

    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 36,242 shares
    Change vs previous 13F -5,426 shares

    0.09% of the 13F portfolio, value $3,344,774.

    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).

  7. period ended2024-12-31
    13F 41,668 shares
    Change vs previous 13F -1,182 shares

    0.1% of the 13F portfolio, value $3,858,040.

    13F-HR 0001172661-25-000513 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).

  8. period ended2024-09-30
    13F 42,850 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,091,747.

    13F-HR 0001172661-24-004423 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).