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Disclosery

MARSHALL WACE, LLP: UPB position timeline

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

MARSHALL WACE, LLP held 0 UPB 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 0 shares
    Change vs previous 13F -66,770 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 66,770 shares
    Change vs previous 13F -277,021 shares

    <0.01% of the 13F portfolio, value $600,930.

    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 343,791 shares
    Change vs previous 13F -524,208 shares

    0.01% of the 13F portfolio, value $9,333,926.

    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 867,999 shares
    Change vs previous 13F +577,473 shares

    0.02% of the 13F portfolio, value $16,327,061.

    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 290,526 shares
    Change vs previous 13F -14,437 shares

    <0.01% of the 13F portfolio, value $3,189,975.

    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 304,963 shares
    Change vs previous 13F +14,229 shares

    <0.01% of the 13F portfolio, value $1,866,374.

    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 290,734 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,779,666.

    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).