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BAILARD, INC.: MBWM position timeline

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

BAILARD, INC. held 17,601 MBWM 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 17,601 shares
    Change vs previous 13F +200 shares

    0.02% of the 13F portfolio, value $1,010,649.

    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 17,401 shares
    Change vs previous 13F -1,100 shares

    0.02% of the 13F portfolio, value $878,751.

    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 18,501 shares
    Change vs previous 13F +1,500 shares

    0.02% of the 13F portfolio, value $889,898.

    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 17,001 shares
    Change vs previous 13F +900 shares

    0.02% of the 13F portfolio, value $765,045.

    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 16,101 shares
    Change vs previous 13F +1,900 shares

    0.02% of the 13F portfolio, value $747,247.

    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 14,201 shares
    Change vs previous 13F -600 shares

    0.02% of the 13F portfolio, value $616,891.

    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 14,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $658,496.

    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).