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Disclosery

BAILARD, INC.: UPS position timeline

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

BAILARD, INC. held 23,465 UPS 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 23,465 shares
    Change vs previous 13F +52 shares

    0.05% of the 13F portfolio, value $2,522,488.

    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 23,413 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $2,303,371.

    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 23,404 shares
    Change vs previous 13F +18,653 shares

    0.05% of the 13F portfolio, value $2,321,443.

    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 4,751 shares
    Change vs previous 13F -17,517 shares

    0.01% of the 13F portfolio, value $396,851.

    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 22,268 shares
    Change vs previous 13F +1,829 shares

    0.05% of the 13F portfolio, value $2,247,732.

    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 20,439 shares
    Change vs previous 13F -3,449 shares

    0.06% of the 13F portfolio, value $2,248,086.

    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 23,888 shares
    Change vs previous 13F -1,366 shares

    0.08% of the 13F portfolio, value $3,012,277.

    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 25,254 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,443,131.

    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).