Skip to content
Disclosery

BAILARD, INC.: SCHW position timeline

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

BAILARD, INC. held 51,322 SCHW 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 51,322 shares
    Change vs previous 13F -1,575 shares

    0.1% of the 13F portfolio, value $4,735,446.

    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 52,897 shares
    Change vs previous 13F -269 shares

    0.11% of the 13F portfolio, value $4,971,318.

    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 53,166 shares
    Change vs previous 13F -2,252 shares

    0.12% of the 13F portfolio, value $5,311,860.

    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 55,418 shares
    Change vs previous 13F -869 shares

    0.11% of the 13F portfolio, value $5,290,766.

    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 56,287 shares
    Change vs previous 13F +8,468 shares

    0.12% of the 13F portfolio, value $5,135,587.

    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 47,819 shares
    Change vs previous 13F -1,635 shares

    0.1% of the 13F portfolio, value $3,743,251.

    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 49,454 shares
    Change vs previous 13F +230 shares

    0.09% of the 13F portfolio, value $3,660,054.

    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 49,224 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,190,236.

    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).