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Disclosery

Baird Financial Group, Inc.: LPLA position timeline

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

Baird Financial Group, Inc. held 6,767 LPLA 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 6,767 shares
    Change vs previous 13F -453 shares

    <0.01% of the 13F portfolio, value $1,906,129.

    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 7,220 shares
    Change vs previous 13F +519 shares

    <0.01% of the 13F portfolio, value $2,171,992.

    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 6,701 shares
    Change vs previous 13F +422 shares

    <0.01% of the 13F portfolio, value $2,393,396.

    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 6,279 shares
    Change vs previous 13F +220 shares

    <0.01% of the 13F portfolio, value $2,088,960.

    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 6,059 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $2,272,137.

    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 6,010 shares
    Change vs previous 13F -2,428 shares

    <0.01% of the 13F portfolio, value $1,966,111.

    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 8,438 shares
    Change vs previous 13F +693 shares

    0.01% of the 13F portfolio, value $2,755,091.

    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 7,745 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,801,719.

    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).