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Disclosery

BAILARD, INC.: XLV position timeline

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

BAILARD, INC. held 9,308 XLV 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 9,308 shares
    Change vs previous 13F +522 shares

    0.03% of the 13F portfolio, value $1,476,807.

    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 8,786 shares
    Change vs previous 13F +285 shares

    0.03% of the 13F portfolio, value $1,288,174.

    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 8,501 shares
    Change vs previous 13F -230 shares

    0.03% of the 13F portfolio, value $1,316,017.

    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 8,731 shares
    Change vs previous 13F +211 shares

    0.03% of the 13F portfolio, value $1,215,149.

    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 8,520 shares
    Change vs previous 13F +810 shares

    0.03% of the 13F portfolio, value $1,148,465.

    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 7,710 shares
    Change vs previous 13F -218 shares

    0.03% of the 13F portfolio, value $1,125,796.

    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 7,928 shares
    Change vs previous 13F +118 shares

    0.03% of the 13F portfolio, value $1,090,710.

    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 7,810 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,202,958.

    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).