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Disclosery

BAILARD, INC.: SUSA position timeline

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

BAILARD, INC. held 23,001 SUSA 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 23,001 shares
    Change vs previous 13F -946 shares

    0.07% of the 13F portfolio, value $3,549,054.

    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 23,947 shares
    Change vs previous 13F +508 shares

    0.07% of the 13F portfolio, value $3,163,399.

    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 23,439 shares
    Change vs previous 13F +370 shares

    0.07% of the 13F portfolio, value $3,266,108.

    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 23,069 shares
    Change vs previous 13F +201 shares

    0.07% of the 13F portfolio, value $3,129,310.

    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 22,868 shares
    Change vs previous 13F -1,482 shares

    0.07% of the 13F portfolio, value $2,898,519.

    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 24,350 shares
    Change vs previous 13F -1,897 shares

    0.07% of the 13F portfolio, value $2,797,085.

    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 26,247 shares
    Change vs previous 13F +3,315 shares

    0.08% of the 13F portfolio, value $3,191,373.

    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 22,932 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,760,325.

    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).