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Disclosery

Baird Financial Group, Inc.: PFM position timeline

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

Baird Financial Group, Inc. held 85,974 PFM 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 85,974 shares
    Change vs previous 13F -733 shares

    0.01% of the 13F portfolio, value $4,767,637.

    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 86,707 shares
    Change vs previous 13F -267 shares

    0.01% of the 13F portfolio, value $4,430,025.

    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 86,974 shares
    Change vs previous 13F +1,445 shares

    0.01% of the 13F portfolio, value $4,479,570.

    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 85,529 shares
    Change vs previous 13F +591 shares

    0.01% of the 13F portfolio, value $4,339,955.

    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 84,938 shares
    Change vs previous 13F -2,258 shares

    0.01% of the 13F portfolio, value $4,091,463.

    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 87,196 shares
    Change vs previous 13F +7,830 shares

    0.01% of the 13F portfolio, value $3,991,850.

    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 79,366 shares
    Change vs previous 13F +4,109 shares

    0.01% of the 13F portfolio, value $3,639,725.

    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 75,257 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,503,233.

    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).