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Disclosery

MARSHALL WACE, LLP: SRI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARSHALL WACE, LLP on SRI, newest first. How the timeline and the estimate are built.

MARSHALL WACE, LLP held 490,557 SRI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 490,557 shares
    Change vs previous 13F -45,508 shares

    <0.01% of the 13F portfolio, value $3,590,876.

    13F-HR 0001318757-26-000010 filed by MARSHALL WACE, LLP
    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 536,065 shares
    Change vs previous 13F +134,638 shares

    <0.01% of the 13F portfolio, value $2,589,196.

    13F-HR 0001318757-26-000005 filed by MARSHALL WACE, LLP
    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 401,427 shares
    Change vs previous 13F +12,932 shares

    <0.01% of the 13F portfolio, value $2,324,264.

    13F-HR 0001318757-26-000003 filed by MARSHALL WACE, LLP
    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 388,495 shares
    Change vs previous 13F +94,508 shares

    <0.01% of the 13F portfolio, value $2,960,332.

    13F-HR 0001318757-25-000046 filed by MARSHALL WACE, LLP
    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 293,987 shares
    Change vs previous 13F +191,444 shares

    <0.01% of the 13F portfolio, value $2,069,668.

    13F-HR 0001318757-25-000034 filed by MARSHALL WACE, LLP
    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 102,543 shares
    Change vs previous 13F +28,593 shares

    <0.01% of the 13F portfolio, value $470,672.

    13F-HR 0001318757-25-000023 filed by MARSHALL WACE, LLP
    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 73,950 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $463,666.

    13F-HR 0002048047-25-000005 filed by MARSHALL WACE, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).