Skip to content
Disclosery

BAILARD, INC.: SPY position timeline

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

BAILARD, INC. held 204,448 SPY 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 204,448 shares
    Change vs previous 13F +2,975 shares

    3.11% of the 13F portfolio, value $152,676,082.

    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 201,473 shares
    Change vs previous 13F -1,102 shares

    3.01% of the 13F portfolio, value $131,026,222.

    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 202,575 shares
    Change vs previous 13F -2,457 shares

    3.06% of the 13F portfolio, value $138,140,505.

    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 205,032 shares
    Change vs previous 13F -1,622 shares

    2.97% of the 13F portfolio, value $136,588,626.

    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 206,654 shares
    Change vs previous 13F +3,605 shares

    2.98% of the 13F portfolio, value $127,681,417.

    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 203,049 shares
    Change vs previous 13F -687 shares

    2.93% of the 13F portfolio, value $113,583,793.

    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 203,736 shares
    Change vs previous 13F -1,541 shares

    3.05% of the 13F portfolio, value $119,405,523.

    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 205,277 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $117,779,662.

    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).