| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | Reported by Baird Financial Group, Inc. | 13F-NT | 8/12/2026 | 000081097226000033 | ||
| Q1 2026 | Reported by Baird Financial Group, Inc. | 13F-NT | 5/14/2026 | 000081097226000030 | ||
| Q4 2025 | Reported by Baird Financial Group, Inc. | 13F-NT | 2/13/2026 | 000081097226000025 | ||
| Q3 2025 | Reported by Baird Financial Group, Inc. | 13F-NT | 11/13/2025 | 000081097225000047 | ||
| Q2 2025 | Reported by Baird Financial Group, Inc. | 13F-NT | 8/13/2025 | 000108383125000007 | ||
| Q1 2025 | Reported by Baird Financial Group, Inc. | 13F-NT | 5/15/2025 | 000144218125000006 | ||
| Q4 2024 | Reported by Baird Financial Group, Inc. | 13F-NT | 2/14/2025 | 000164871125000015 | ||
| Q3 2024 | Reported by Baird Financial Group, Inc. | 13F-NT | 11/13/2024 | 000081097224000008 | ||
| Q2 2024 | Reported by Baird Financial Group, Inc. | 13F-NT | 8/14/2024 | 000108383124000007 | ||
| Q1 2024 | Reported by Baird Financial Group, Inc. | 13F-NT | 5/14/2024 | 000164871124000012 | ||
| Q4 2023 | Reported by Baird Financial Group, Inc. | 13F-NT | 2/14/2024 | 000164871124000004 | ||
| Q1 2015 | 1,311 | 9,779,838 | IWD, AAPL, VEA, GE | 13F-HR | 5/13/2015 | 000081097215000006 |
| Q4 2014 | 1,270 | 9,395,218 | AAPL, IWD, JNJ, MSFT | 13F-HR | 2/12/2015 | 000081097215000003 |
| Q3 2014 | 1,097 | 7,124,046 | IWD, AAPL, JNJ, PEP | 13F-HR | 11/12/2014 | 000081097214000016 |
| Q2 2014 | 1,141 | 7,131,174 | IWD, AAPL, JNJ, PEP | 13F-HR | 8/8/2014 | 000081097214000013 |
| Q1 2014 | 1,107 | 6,901,055 | IWD, JNJ, XOM, AAPL | 13F-HR | 5/9/2014 | 000081097214000009 |
| Q4 2013 | 1,098 | 5,810,654 | IWD, XOM, AAPL, JNJ | 13F-HR | 2/12/2014 | 000081097214000005 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
14 securities where the latest filing since 12/18/2024 is a 13G, the newest filed 10/9/2026. View all