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Baird Financial Group, Inc.: XLB position timeline

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

Baird Financial Group, Inc. held 61,079 XLB 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 61,079 shares
    Change vs previous 13F -30,693 shares

    <0.01% of the 13F portfolio, value $3,104,646.

    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 91,772 shares
    Change vs previous 13F +56,709 shares

    0.01% of the 13F portfolio, value $4,585,847.

    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 35,063 shares
    Change vs previous 13F +16,740 shares

    <0.01% of the 13F portfolio, value $1,590,107.

    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 18,323 shares
    Change vs previous 13F +9,499 shares

    <0.01% of the 13F portfolio, value $1,642,109.

    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 8,824 shares
    Change vs previous 13F +452 shares

    <0.01% of the 13F portfolio, value $774,835.

    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 8,372 shares
    Change vs previous 13F -1,938 shares

    <0.01% of the 13F portfolio, value $719,824.

    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 10,310 shares
    Change vs previous 13F -557 shares

    <0.01% of the 13F portfolio, value $867,483.

    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 10,867 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,047,361.

    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).