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Disclosery

BAILARD, INC.: SMFG position timeline

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

BAILARD, INC. held 35,290 SMFG 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 35,290 shares
    Change vs previous 13F -1,124 shares

    0.02% of the 13F portfolio, value $832,146.

    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 36,414 shares
    Change vs previous 13F -1,957 shares

    0.02% of the 13F portfolio, value $719,183.

    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 38,371 shares
    Change vs previous 13F +2,975 shares

    0.02% of the 13F portfolio, value $741,711.

    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 35,396 shares
    Change vs previous 13F +7,150 shares

    0.01% of the 13F portfolio, value $592,529.

    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 28,246 shares
    Change vs previous 13F +842 shares

    0.01% of the 13F portfolio, value $426,797.

    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 27,404 shares
    Change vs previous 13F +1,701 shares

    0.01% of the 13F portfolio, value $423,666.

    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 25,703 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $372,436.

    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).