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Disclosery

BAILARD, INC.: UBS position timeline

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

BAILARD, INC. held 31,504 UBS 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 31,504 shares
    Change vs previous 13F +1,223 shares

    0.03% of the 13F portfolio, value $1,561,314.

    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 30,281 shares
    Change vs previous 13F -876 shares

    0.03% of the 13F portfolio, value $1,183,099.

    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 31,157 shares
    Change vs previous 13F -1,132 shares

    0.03% of the 13F portfolio, value $1,442,881.

    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 32,289 shares
    Change vs previous 13F -3,591 shares

    0.03% of the 13F portfolio, value $1,323,849.

    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 35,880 shares
    Change vs previous 13F -384 shares

    0.03% of the 13F portfolio, value $1,213,462.

    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 36,264 shares
    Change vs previous 13F -503 shares

    0.03% of the 13F portfolio, value $1,110,766.

    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 36,767 shares
    Change vs previous 13F +541 shares

    0.03% of the 13F portfolio, value $1,114,775.

    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 36,226 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,119,746.

    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).