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Disclosery

Baird Financial Group, Inc.: UTF position timeline

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

Baird Financial Group, Inc. held 13,792 UTF 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 13,792 shares
    Change vs previous 13F +789 shares

    <0.01% of the 13F portfolio, value $380,521.

    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 13,003 shares
    Change vs previous 13F -396 shares

    <0.01% of the 13F portfolio, value $336,517.

    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 13,399 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $323,050.

    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 13,369 shares
    Change vs previous 13F -4,222 shares

    <0.01% of the 13F portfolio, value $331,551.

    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 17,591 shares
    Change vs previous 13F +595 shares

    <0.01% of the 13F portfolio, value $474,078.

    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 16,996 shares
    Change vs previous 13F +4,885 shares

    <0.01% of the 13F portfolio, value $434,249.

    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 12,111 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $291,149.

    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).