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Baird Financial Group, Inc.: BEPC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baird Financial Group, Inc. on BEPC, newest first. How the timeline and the estimate are built.

Baird Financial Group, Inc. held 3,335,117 BEPC shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,335,117 shares
    Change vs previous 13F +340,103 shares

    0.17% of the 13F portfolio, value $123,799,543.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, 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 2,995,014 shares
    Change vs previous 13F +678,003 shares

    0.19% of the 13F portfolio, value $119,291,408.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, 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 2,317,011 shares
    Change vs previous 13F -323,792 shares

    0.14% of the 13F portfolio, value $88,834,202.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, 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 2,640,803 shares
    Change vs previous 13F +5,022 shares

    0.15% of the 13F portfolio, value $90,896,439.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, 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 2,635,781 shares
    Change vs previous 13F +613,513 shares

    0.15% of the 13F portfolio, value $86,400,901.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, 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 2,022,268 shares
    Change vs previous 13F +91,367 shares

    0.11% of the 13F portfolio, value $56,461,723.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, 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 1,930,901 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $53,408,722.

    13F-HR 0001648711-25-000009 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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