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Disclosery

Baird Financial Group, Inc.: SOXX position timeline

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

Baird Financial Group, Inc. held 23,882 SOXX 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 23,882 shares
    Change vs previous 13F +2,684 shares

    0.02% of the 13F portfolio, value $15,302,630.

    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 21,198 shares
    Change vs previous 13F -610 shares

    0.01% of the 13F portfolio, value $6,966,935.

    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 21,808 shares
    Change vs previous 13F -1,621 shares

    0.01% of the 13F portfolio, value $6,567,479.

    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 23,429 shares
    Change vs previous 13F +212 shares

    0.01% of the 13F portfolio, value $6,352,070.

    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 23,217 shares
    Change vs previous 13F +1,309 shares

    0.01% of the 13F portfolio, value $5,541,898.

    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 21,908 shares
    Change vs previous 13F +2,119 shares

    0.01% of the 13F portfolio, value $4,122,428.

    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 19,789 shares
    Change vs previous 13F +8,931 shares

    0.01% of the 13F portfolio, value $4,264,331.

    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 10,858 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,503,746.

    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).