Skip to content
Disclosery

BAILARD, INC.: IVV position timeline

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

BAILARD, INC. held 68,986 IVV 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 68,986 shares
    Change vs previous 13F +85 shares

    1.05% of the 13F portfolio, value $51,663,161.

    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 68,901 shares
    Change vs previous 13F -946 shares

    1.03% of the 13F portfolio, value $45,007,288.

    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 69,847 shares
    Change vs previous 13F -695 shares

    1.06% of the 13F portfolio, value $47,841,165.

    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 70,542 shares
    Change vs previous 13F -647 shares

    1.03% of the 13F portfolio, value $47,213,917.

    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 71,189 shares
    Change vs previous 13F +553 shares

    1.03% of the 13F portfolio, value $44,201,396.

    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 70,636 shares
    Change vs previous 13F -114 shares

    1.02% of the 13F portfolio, value $39,690,500.

    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 70,750 shares
    Change vs previous 13F -386 shares

    1.06% of the 13F portfolio, value $41,649,248.

    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 71,136 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $41,032,803.

    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).