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Disclosery

Baird Financial Group, Inc.: USRT position timeline

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

Baird Financial Group, Inc. held 36,556 USRT 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 36,556 shares
    Change vs previous 13F +20,678 shares

    <0.01% of the 13F portfolio, value $2,429,146.

    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 15,878 shares
    Change vs previous 13F +3,259 shares

    <0.01% of the 13F portfolio, value $939,819.

    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 12,619 shares
    Change vs previous 13F +1,548 shares

    <0.01% of the 13F portfolio, value $718,778.

    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 11,071 shares
    Change vs previous 13F +2,637 shares

    <0.01% of the 13F portfolio, value $650,089.

    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 8,434 shares
    Change vs previous 13F -5,304 shares

    <0.01% of the 13F portfolio, value $477,027.

    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 13,738 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $791,309.

    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).