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Disclosery

BAILARD, INC.: IVW position timeline

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

BAILARD, INC. held 18,562 IVW 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 18,562 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $2,552,832.

    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 18,612 shares
    Change vs previous 13F -552 shares

    0.05% of the 13F portfolio, value $2,105,203.

    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 19,164 shares
    Change vs previous 13F -820 shares

    0.05% of the 13F portfolio, value $2,362,155.

    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 19,984 shares
    Change vs previous 13F -1,905 shares

    0.05% of the 13F portfolio, value $2,412,468.

    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 21,889 shares
    Change vs previous 13F -1,098 shares

    0.06% of the 13F portfolio, value $2,409,979.

    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 22,987 shares
    Change vs previous 13F -1,988 shares

    0.06% of the 13F portfolio, value $2,133,883.

    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 24,975 shares
    Change vs previous 13F -1,246 shares

    0.06% of the 13F portfolio, value $2,535,712.

    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 26,221 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,510,661.

    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).