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Baird Financial Group, Inc.: CGDV position timeline

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

Baird Financial Group, Inc. held 2,110,374 CGDV 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 2,110,374 shares
    Change vs previous 13F +158,367 shares

    0.14% of the 13F portfolio, value $103,999,230.

    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 1,952,007 shares
    Change vs previous 13F +95,932 shares

    0.13% of the 13F portfolio, value $83,038,378.

    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 1,856,075 shares
    Change vs previous 13F +69,698 shares

    0.13% of the 13F portfolio, value $80,999,113.

    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 1,786,377 shares
    Change vs previous 13F +53,012 shares

    0.12% of the 13F portfolio, value $75,081,425.

    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 1,733,365 shares
    Change vs previous 13F -10,486 shares

    0.12% of the 13F portfolio, value $68,450,584.

    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 1,743,851 shares
    Change vs previous 13F +235,303 shares

    0.12% of the 13F portfolio, value $62,150,850.

    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 1,508,548 shares
    Change vs previous 13F +85,673 shares

    0.1% of the 13F portfolio, value $53,191,402.

    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 1,422,875 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $51,849,565.

    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).