Skip to content
Disclosery

BAILARD, INC.: WM position timeline

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

BAILARD, INC. held 77,803 WM 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 77,803 shares
    Change vs previous 13F -1,918 shares

    0.35% of the 13F portfolio, value $17,340,731.

    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 79,721 shares
    Change vs previous 13F +54 shares

    0.42% of the 13F portfolio, value $18,319,317.

    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 79,667 shares
    Change vs previous 13F -3,485 shares

    0.39% of the 13F portfolio, value $17,503,855.

    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 83,152 shares
    Change vs previous 13F -2,392 shares

    0.4% of the 13F portfolio, value $18,362,435.

    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 85,544 shares
    Change vs previous 13F -335 shares

    0.46% of the 13F portfolio, value $19,574,201.

    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 85,879 shares
    Change vs previous 13F +617 shares

    0.51% of the 13F portfolio, value $19,881,830.

    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 85,262 shares
    Change vs previous 13F -132 shares

    0.44% of the 13F portfolio, value $17,204,967.

    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 85,394 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $17,727,873.

    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).