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Disclosery

BAILARD, INC.: IWO position timeline

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

BAILARD, INC. held 18,963 IWO 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 18,963 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $7,470,663.

    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 18,963 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $5,950,779.

    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 18,963 shares
    Change vs previous 13F +75 shares

    0.14% of the 13F portfolio, value $6,125,239.

    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 18,888 shares
    Change vs previous 13F +25 shares

    0.13% of the 13F portfolio, value $6,044,916.

    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 18,863 shares
    Change vs previous 13F +400 shares

    0.13% of the 13F portfolio, value $5,392,177.

    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 18,463 shares
    Change vs previous 13F +36 shares

    0.12% of the 13F portfolio, value $4,717,850.

    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 18,427 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $5,303,659.

    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 18,427 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,233,268.

    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).