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Disclosery

Baird Financial Group, Inc.: JPIE position timeline

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

Baird Financial Group, Inc. held 83,035 JPIE 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 83,035 shares
    Change vs previous 13F -1,679 shares

    0.01% of the 13F portfolio, value $3,823,762.

    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 84,714 shares
    Change vs previous 13F -1,320 shares

    0.01% of the 13F portfolio, value $3,902,774.

    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 86,034 shares
    Change vs previous 13F -350 shares

    0.01% of the 13F portfolio, value $3,982,514.

    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 86,384 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,009,081.

    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).