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Disclosery

BAILARD, INC.: IWM position timeline

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

BAILARD, INC. held 35,988 IWM 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 35,988 shares
    Change vs previous 13F -1,410 shares

    0.22% of the 13F portfolio, value $10,812,675.

    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 37,398 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $9,274,770.

    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 37,398 shares
    Change vs previous 13F -26,251 shares

    0.2% of the 13F portfolio, value $9,205,957.

    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 63,649 shares
    Change vs previous 13F +288 shares

    0.33% of the 13F portfolio, value $15,400,577.

    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 63,361 shares
    Change vs previous 13F -2,449 shares

    0.32% of the 13F portfolio, value $13,672,728.

    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 65,810 shares
    Change vs previous 13F +96 shares

    0.34% of the 13F portfolio, value $13,128,490.

    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 65,714 shares
    Change vs previous 13F +26,897 shares

    0.37% of the 13F portfolio, value $14,520,224.

    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 38,817 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $8,574,346.

    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).