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Disclosery

Baird Financial Group, Inc.: USMV position timeline

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

Baird Financial Group, Inc. held 86,684 USMV 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 86,684 shares
    Change vs previous 13F -448 shares

    0.01% of the 13F portfolio, value $8,361,538.

    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 87,132 shares
    Change vs previous 13F -13,274 shares

    0.01% of the 13F portfolio, value $8,080,622.

    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 100,406 shares
    Change vs previous 13F -1,677 shares

    0.01% of the 13F portfolio, value $9,454,233.

    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 102,083 shares
    Change vs previous 13F -43,665 shares

    0.02% of the 13F portfolio, value $9,712,177.

    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 145,748 shares
    Change vs previous 13F +8,482 shares

    0.02% of the 13F portfolio, value $13,681,365.

    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 137,266 shares
    Change vs previous 13F -6,489 shares

    0.02% of the 13F portfolio, value $12,856,333.

    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 143,755 shares
    Change vs previous 13F +5,401 shares

    0.02% of the 13F portfolio, value $12,764,006.

    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 138,354 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $12,633,104.

    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).