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Disclosery

Baker Avenue Asset Management, LP: BRK-B position timeline

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

Baker Avenue Asset Management, LP held 13,462 BRK-B 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 13,462 shares
    Change vs previous 13F +1,413 shares

    0.13% of the 13F portfolio, value $6,736,335.

    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 12,049 shares
    Change vs previous 13F +997 shares

    0.13% of the 13F portfolio, value $5,773,961.

    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 11,052 shares
    Change vs previous 13F -128 shares

    0.13% of the 13F portfolio, value $5,555,358.

    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 11,180 shares
    Change vs previous 13F +42 shares

    0.13% of the 13F portfolio, value $5,620,743.

    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 11,138 shares
    Change vs previous 13F -48 shares

    0.15% of the 13F portfolio, value $5,410,394.

    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 11,186 shares
    Change vs previous 13F +730 shares

    0.19% of the 13F portfolio, value $5,957,369.

    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 10,456 shares
    Change vs previous 13F +652 shares

    0.15% of the 13F portfolio, value $4,739,522.

    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 9,804 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,512,209.

    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).