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Disclosery

Baird Financial Group, Inc.: IYR position timeline

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

Baird Financial Group, Inc. held 20,878 IYR 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 20,878 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $2,134,776.

    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 20,453 shares
    Change vs previous 13F -1,505 shares

    <0.01% of the 13F portfolio, value $1,934,036.

    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 21,958 shares
    Change vs previous 13F -804 shares

    <0.01% of the 13F portfolio, value $2,061,637.

    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 22,762 shares
    Change vs previous 13F +6,620 shares

    <0.01% of the 13F portfolio, value $2,209,735.

    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 16,142 shares
    Change vs previous 13F +1,200 shares

    <0.01% of the 13F portfolio, value $1,529,777.

    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 14,942 shares
    Change vs previous 13F +113 shares

    <0.01% of the 13F portfolio, value $1,430,697.

    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 14,829 shares
    Change vs previous 13F +1,198 shares

    <0.01% of the 13F portfolio, value $1,379,987.

    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 13,631 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,388,590.

    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).