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Baker Avenue Asset Management, LP: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Avenue Asset Management, LP on AGG, newest first. How the timeline and the estimate are built.

Baker Avenue Asset Management, LP held 971,622 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 971,622 shares
    Change vs previous 13F +44,161 shares

    1.83% of the 13F portfolio, value $96,171,118.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    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 927,461 shares
    Change vs previous 13F +23,215 shares

    2.1% of the 13F portfolio, value $92,069,028.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    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 904,246 shares
    Change vs previous 13F +61,017 shares

    2.08% of the 13F portfolio, value $90,316,135.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    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 843,229 shares
    Change vs previous 13F -29,005 shares

    2.02% of the 13F portfolio, value $84,533,707.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    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 872,234 shares
    Change vs previous 13F +17,486 shares

    2.46% of the 13F portfolio, value $86,525,580.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    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 854,748 shares
    Change vs previous 13F +19,282 shares

    2.65% of the 13F portfolio, value $84,551,695.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    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 835,466 shares
    Change vs previous 13F +36,152 shares

    2.48% of the 13F portfolio, value $80,956,608.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    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 799,314 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $80,946,548.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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