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Disclosery

Baird Financial Group, Inc.: JEPQ position timeline

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

Baird Financial Group, Inc. held 688,736 JEPQ 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 688,736 shares
    Change vs previous 13F +1,010 shares

    0.06% of the 13F portfolio, value $42,329,714.

    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 687,726 shares
    Change vs previous 13F +28,352 shares

    0.06% of the 13F portfolio, value $38,182,547.

    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 659,374 shares
    Change vs previous 13F +8,995 shares

    0.06% of the 13F portfolio, value $38,322,817.

    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 650,379 shares
    Change vs previous 13F +11,347 shares

    0.06% of the 13F portfolio, value $37,409,855.

    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 639,032 shares
    Change vs previous 13F +78,863 shares

    0.06% of the 13F portfolio, value $34,763,349.

    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 560,169 shares
    Change vs previous 13F +94,634 shares

    0.06% of the 13F portfolio, value $29,005,550.

    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 465,535 shares
    Change vs previous 13F +19,474 shares

    0.05% of the 13F portfolio, value $26,246,863.

    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 446,061 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $24,502,131.

    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).