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Baird Financial Group, Inc.: FDVV position timeline

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

Baird Financial Group, Inc. held 147,766 FDVV 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 147,766 shares
    Change vs previous 13F -932 shares

    0.01% of the 13F portfolio, value $8,908,812.

    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 148,698 shares
    Change vs previous 13F -7,719 shares

    0.01% of the 13F portfolio, value $8,214,078.

    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 156,417 shares
    Change vs previous 13F +76,910 shares

    0.01% of the 13F portfolio, value $8,867,280.

    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 79,507 shares
    Change vs previous 13F +681 shares

    0.01% of the 13F portfolio, value $4,429,335.

    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 78,826 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,100,529.

    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).