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Disclosery

BAILARD, INC.: XLY position timeline

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

BAILARD, INC. held 10,172 XLY 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 10,172 shares
    Change vs previous 13F -114 shares

    0.02% of the 13F portfolio, value $1,193,002.

    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 10,286 shares
    Change vs previous 13F -54 shares

    0.03% of the 13F portfolio, value $1,120,996.

    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 10,340 shares
    Change vs previous 13F +5,340 shares

    0.03% of the 13F portfolio, value $1,234,729.

    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 5,000 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,198,260.

    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 5,000 shares
    Change vs previous 13F +179 shares

    0.03% of the 13F portfolio, value $1,086,705.

    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 4,821 shares
    Change vs previous 13F -248 shares

    0.02% of the 13F portfolio, value $952,004.

    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 5,069 shares
    Change vs previous 13F +230 shares

    0.03% of the 13F portfolio, value $1,137,286.

    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 4,839 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $969,641.

    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).