Skip to content
Disclosery

Baker Avenue Asset Management, LP: IUSB position timeline

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

Baker Avenue Asset Management, LP held 1,561,092 IUSB 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 1,561,092 shares
    Change vs previous 13F +80,039 shares

    1.37% of the 13F portfolio, value $72,044,374.

    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 1,481,053 shares
    Change vs previous 13F +49,654 shares

    1.56% of the 13F portfolio, value $68,409,836.

    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 1,431,399 shares
    Change vs previous 13F +152,997 shares

    1.54% of the 13F portfolio, value $66,617,305.

    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 1,278,402 shares
    Change vs previous 13F +25,410 shares

    1.43% of the 13F portfolio, value $59,714,166.

    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 1,252,992 shares
    Change vs previous 13F +30,190 shares

    1.65% of the 13F portfolio, value $57,925,823.

    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 1,222,802 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $56,346,698.

    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).