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Disclosery

Baird Financial Group, Inc.: CEF position timeline

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

Baird Financial Group, Inc. held 841,648 CEF 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 841,648 shares
    Change vs previous 13F -247,313 shares

    0.05% of the 13F portfolio, value $33,859,500.

    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 1,088,961 shares
    Change vs previous 13F -190,419 shares

    0.08% of the 13F portfolio, value $51,965,219.

    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 1,279,380 shares
    Change vs previous 13F -102,175 shares

    0.09% of the 13F portfolio, value $58,595,604.

    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 1,381,555 shares
    Change vs previous 13F +3,186 shares

    0.08% of the 13F portfolio, value $50,689,253.

    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 1,378,369 shares
    Change vs previous 13F -15,788 shares

    0.07% of the 13F portfolio, value $41,488,907.

    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 1,394,157 shares
    Change vs previous 13F +15,250 shares

    0.08% of the 13F portfolio, value $39,608,000.

    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 1,378,907 shares
    Change vs previous 13F +37,604 shares

    0.06% of the 13F portfolio, value $32,762,830.

    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 1,341,303 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $32,848,510.

    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).