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Disclosery

Baird Financial Group, Inc.: IVV position timeline

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

Baird Financial Group, Inc. held 881,643 IVV 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 881,643 shares
    Change vs previous 13F +17,814 shares

    0.91% of the 13F portfolio, value $660,255,080.

    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 863,829 shares
    Change vs previous 13F -79,895 shares

    0.88% of the 13F portfolio, value $564,262,302.

    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 943,724 shares
    Change vs previous 13F +145,405 shares

    1.01% of the 13F portfolio, value $646,394,819.

    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 798,319 shares
    Change vs previous 13F +9,350 shares

    0.86% of the 13F portfolio, value $534,315,907.

    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 788,969 shares
    Change vs previous 13F -3,760 shares

    0.86% of the 13F portfolio, value $489,871,339.

    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 792,729 shares
    Change vs previous 13F +27,824 shares

    0.86% of the 13F portfolio, value $445,434,872.

    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 764,905 shares
    Change vs previous 13F +94,507 shares

    0.86% of the 13F portfolio, value $450,284,873.

    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 670,398 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $386,699,255.

    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).