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Disclosery

Baird Financial Group, Inc.: VLUE position timeline

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

Baird Financial Group, Inc. held 38,473 VLUE 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 38,473 shares
    Change vs previous 13F +22,191 shares

    0.01% of the 13F portfolio, value $7,687,290.

    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 16,282 shares
    Change vs previous 13F +1,140 shares

    <0.01% of the 13F portfolio, value $2,315,138.

    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 15,142 shares
    Change vs previous 13F -754 shares

    <0.01% of the 13F portfolio, value $2,070,366.

    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 15,896 shares
    Change vs previous 13F -870 shares

    <0.01% of the 13F portfolio, value $1,987,795.

    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 16,766 shares
    Change vs previous 13F -261 shares

    <0.01% of the 13F portfolio, value $1,898,079.

    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 17,027 shares
    Change vs previous 13F -600 shares

    <0.01% of the 13F portfolio, value $1,815,930.

    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 17,627 shares
    Change vs previous 13F +590 shares

    <0.01% of the 13F portfolio, value $1,861,588.

    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 17,037 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,857,731.

    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).