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Disclosery

Baird Financial Group, Inc.: PTLC position timeline

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

Baird Financial Group, Inc. held 8,595 PTLC 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 8,595 shares
    Change vs previous 13F +695 shares

    <0.01% of the 13F portfolio, value $500,745.

    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 7,900 shares
    Change vs previous 13F -286 shares

    <0.01% of the 13F portfolio, value $414,434.

    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 8,186 shares
    Change vs previous 13F +126 shares

    <0.01% of the 13F portfolio, value $454,978.

    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 8,060 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $441,366.

    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 8,060 shares
    Change vs previous 13F -3,674 shares

    <0.01% of the 13F portfolio, value $409,126.

    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 11,734 shares
    Change vs previous 13F +5,003 shares

    <0.01% of the 13F portfolio, value $603,715.

    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 6,731 shares
    Change vs previous 13F -2,422 shares

    <0.01% of the 13F portfolio, value $359,705.

    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 9,153 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $480,990.

    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).