Position in WFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,434,747
-$26,943 QoQ
Shares Held
21,975
-8.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFG Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Mar 31, 2026Baird Financial Group, Inc. holds $16,420,038 across 3 Lumber & Wood Production names. WFG ranks #3 (8.7% of the industry book) .
All Filings in WFG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,434,747 | 21,975 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,461,690 | 23,919 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,626,013 | 23,919 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,753,262 | 23,919 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,801,857 | 23,419 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,026,914 | 23,419 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,377,433 | 24,419 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,953,958 | 25,419 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,202,582 | 25,484 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,175,358 | 25,419 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,906,605 | 95,211 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,339,801 | 96,997 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,924,170 | 97,195 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,126,058 | 98,576 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,167,810 | 98,880 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $7,560,973 | 98,540 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $8,701,310 | 105,560 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $9,679,611 | 101,506 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $6,337,042 | 75,235 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,068,323 | 154,413 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $7,087,871 | 98,388 | Shares | Defined | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||