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Disclosery

Baird Financial Group, Inc.: XLU position timeline

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

Baird Financial Group, Inc. held 740,516 XLU 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 740,516 shares
    Change vs previous 13F +114,288 shares

    0.05% of the 13F portfolio, value $33,574,996.

    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 626,228 shares
    Change vs previous 13F -30,666 shares

    0.04% of the 13F portfolio, value $28,737,640.

    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 656,894 shares
    Change vs previous 13F +325,717 shares

    0.04% of the 13F portfolio, value $28,042,805.

    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 331,177 shares
    Change vs previous 13F +2,737 shares

    0.05% of the 13F portfolio, value $28,881,995.

    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 328,440 shares
    Change vs previous 13F -2,407 shares

    0.05% of the 13F portfolio, value $26,820,410.

    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 330,847 shares
    Change vs previous 13F +10,078 shares

    0.05% of the 13F portfolio, value $26,087,286.

    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 320,769 shares
    Change vs previous 13F +992 shares

    0.05% of the 13F portfolio, value $24,279,005.

    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 319,777 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $25,831,586.

    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).