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Disclosery

Baird Financial Group, Inc.: IVW position timeline

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

Baird Financial Group, Inc. held 783,316 IVW 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 783,316 shares
    Change vs previous 13F -100,463 shares

    0.15% of the 13F portfolio, value $107,729,450.

    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 883,779 shares
    Change vs previous 13F +1,493 shares

    0.16% of the 13F portfolio, value $99,964,242.

    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 882,286 shares
    Change vs previous 13F -1,377 shares

    0.17% of the 13F portfolio, value $108,750,573.

    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 883,663 shares
    Change vs previous 13F -30,360 shares

    0.17% of the 13F portfolio, value $106,675,837.

    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 914,023 shares
    Change vs previous 13F +6,682 shares

    0.18% of the 13F portfolio, value $100,633,932.

    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 907,341 shares
    Change vs previous 13F -7,651 shares

    0.16% of the 13F portfolio, value $84,228,466.

    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 914,992 shares
    Change vs previous 13F -57,837 shares

    0.18% of the 13F portfolio, value $92,899,138.

    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 972,829 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $93,148,397.

    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).