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Disclosery

Baird Financial Group, Inc.: BIV position timeline

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

Baird Financial Group, Inc. held 6,176,904 BIV 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 6,176,904 shares
    Change vs previous 13F +580,427 shares

    0.65% of the 13F portfolio, value $473,768,537.

    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 5,596,477 shares
    Change vs previous 13F +821,713 shares

    0.67% of the 13F portfolio, value $431,936,095.

    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 4,774,764 shares
    Change vs previous 13F +696,753 shares

    0.58% of the 13F portfolio, value $371,858,620.

    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 4,078,011 shares
    Change vs previous 13F +515,577 shares

    0.51% of the 13F portfolio, value $318,451,920.

    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 3,562,434 shares
    Change vs previous 13F +186,697 shares

    0.48% of the 13F portfolio, value $275,518,689.

    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 3,375,737 shares
    Change vs previous 13F +173,957 shares

    0.5% of the 13F portfolio, value $258,480,182.

    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 3,201,780 shares
    Change vs previous 13F +165,797 shares

    0.46% of the 13F portfolio, value $239,269,032.

    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).

  8. period ended2024-09-30
    13F 3,035,983 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $237,930,013.

    13F-HR 0001728280-24-000014 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).