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Disclosery

BAILARD, INC.: IWR position timeline

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

BAILARD, INC. held 129,623 IWR 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 129,623 shares
    Change vs previous 13F +351 shares

    0.29% of the 13F portfolio, value $14,300,020.

    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 129,272 shares
    Change vs previous 13F -188 shares

    0.29% of the 13F portfolio, value $12,569,126.

    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 129,460 shares
    Change vs previous 13F -416 shares

    0.28% of the 13F portfolio, value $12,463,124.

    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 129,876 shares
    Change vs previous 13F -1,536 shares

    0.27% of the 13F portfolio, value $12,539,538.

    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 131,412 shares
    Change vs previous 13F -7,070 shares

    0.28% of the 13F portfolio, value $12,085,971.

    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 138,482 shares
    Change vs previous 13F +378 shares

    0.3% of the 13F portfolio, value $11,780,672.

    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 138,104 shares
    Change vs previous 13F -1,860 shares

    0.31% of the 13F portfolio, value $12,208,403.

    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 139,964 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $12,336,436.

    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).