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Baird Financial Group, Inc.: SHV position timeline

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

Baird Financial Group, Inc. held 9,414 SHV 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 9,414 shares
    Change vs previous 13F -8,740 shares

    <0.01% of the 13F portfolio, value $1,038,835.

    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 18,154 shares
    Change vs previous 13F -128 shares

    <0.01% of the 13F portfolio, value $2,004,020.

    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 18,282 shares
    Change vs previous 13F -20 shares

    <0.01% of the 13F portfolio, value $2,013,762.

    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 18,302 shares
    Change vs previous 13F +744 shares

    <0.01% of the 13F portfolio, value $2,022,188.

    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 17,558 shares
    Change vs previous 13F +6,533 shares

    <0.01% of the 13F portfolio, value $1,938,754.

    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 11,025 shares
    Change vs previous 13F -5,588 shares

    <0.01% of the 13F portfolio, value $1,217,822.

    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 16,613 shares
    Change vs previous 13F -3,410 shares

    <0.01% of the 13F portfolio, value $1,829,257.

    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 20,023 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,215,144.

    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).