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Disclosery

Baird Financial Group, Inc.: PEP position timeline

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

Baird Financial Group, Inc. held 1,013,808 PEP 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 1,013,808 shares
    Change vs previous 13F -9,405 shares

    0.19% of the 13F portfolio, value $137,269,619.

    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 1,023,213 shares
    Change vs previous 13F +80,982 shares

    0.25% of the 13F portfolio, value $158,894,839.

    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 942,231 shares
    Change vs previous 13F -14,422 shares

    0.21% of the 13F portfolio, value $135,229,059.

    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 956,653 shares
    Change vs previous 13F +5,011 shares

    0.22% of the 13F portfolio, value $134,352,405.

    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 951,642 shares
    Change vs previous 13F -7,225 shares

    0.22% of the 13F portfolio, value $125,654,810.

    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 958,867 shares
    Change vs previous 13F -282,918 shares

    0.28% of the 13F portfolio, value $143,772,579.

    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 1,241,785 shares
    Change vs previous 13F -123,340 shares

    0.36% of the 13F portfolio, value $188,825,873.

    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 1,365,125 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $232,139,554.

    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).