Baird Financial Group, Inc.: PVAL position timeline

Baird Financial Group, Inc. held 500,423 PVAL 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 500,423 shares

   Change vs previous 13F +8,222 shares

   0.04% of the 13F portfolio, value $25,496,552.

   13F-HR 0001648711-26-000006 filed by Baird Financial Group, Inc.
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 492,201 shares

   Change vs previous 13F +54,886 shares

   0.04% of the 13F portfolio, value $22,838,126.

   13F-HR 0001648711-26-000004 filed by Baird Financial Group, Inc.
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 437,315 shares

   Change vs previous 13F +31,363 shares

   0.03% of the 13F portfolio, value $19,928,445.

   13F-HR 0001648711-26-000002 filed by Baird Financial Group, Inc.
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 405,952 shares

   Change vs previous 13F +20,002 shares

   0.03% of the 13F portfolio, value $17,342,269.

   13F-HR 0001648711-25-000026 filed by Baird Financial Group, Inc.
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 385,950 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $15,526,768.

   13F-HR 0001083831-25-000011 filed by Baird Financial Group, Inc.
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).