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Disclosery

Baird Financial Group, Inc.: XLV position timeline

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

Baird Financial Group, Inc. held 263,560 XLV 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 263,560 shares
    Change vs previous 13F +26,852 shares

    0.06% of the 13F portfolio, value $41,816,429.

    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 236,708 shares
    Change vs previous 13F +119,522 shares

    0.05% of the 13F portfolio, value $34,703,885.

    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 117,186 shares
    Change vs previous 13F +19,324 shares

    0.03% of the 13F portfolio, value $18,140,406.

    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 97,862 shares
    Change vs previous 13F +3,539 shares

    0.02% of the 13F portfolio, value $13,619,567.

    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 94,323 shares
    Change vs previous 13F -14,578 shares

    0.02% of the 13F portfolio, value $12,713,798.

    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 108,901 shares
    Change vs previous 13F +18,093 shares

    0.03% of the 13F portfolio, value $15,900,635.

    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 90,808 shares
    Change vs previous 13F +3,967 shares

    0.02% of the 13F portfolio, value $12,492,498.

    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 86,841 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,375,251.

    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).