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Disclosery

Baird Financial Group, Inc.: HLNE position timeline

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

Baird Financial Group, Inc. held 5,506 HLNE 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 5,506 shares
    Change vs previous 13F +5,506 shares

    <0.01% of the 13F portfolio, value $434,038.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,222 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F 1,222 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,773.

    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).