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Disclosery

Baer Investment Advisory LLC: DE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baer Investment Advisory LLC on DE, newest first. How the timeline and the estimate are built.

Baer Investment Advisory LLC held 8,349 DE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,349 shares
    Change vs previous 13F -175 shares

    6.38% of the 13F portfolio, value $5,606,771.

    13F-HR 0001754960-26-000849 filed by Baer Investment Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,524 shares
    Change vs previous 13F +261 shares

    6.49% of the 13F portfolio, value $5,349,918.

    13F-HR 0001754960-26-000758 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F/A 8,263 shares
    Change vs previous 13F -100 shares

    6.61% of the 13F portfolio, value $4,654,548.

    13F-HR/A 0001754960-26-000346 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 8,363 shares
    Change vs previous 13F +324 shares

    5.43% of the 13F portfolio, value $3,893,562.

    13F-HR 0001754960-26-000100 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,039 shares
    Change vs previous 13F +1,826 shares

    4.6% of the 13F portfolio, value $3,675,913.

    13F-HR 0001754960-25-000723 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 6,213 shares
    Change vs previous 13F -133 shares

    5.16% of the 13F portfolio, value $3,155,210.

    13F-HR/A 0001754960-25-000552 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,346 shares
    Change vs previous 13F +56 shares

    4.3% of the 13F portfolio, value $3,325,384.

    13F-HR 0001754960-25-000268 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 6,290 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $3,367,147.

    13F-HR 0001754960-25-000152 filed by Baer Investment Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).