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Baker Avenue Asset Management, LP: IVE position timeline

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

Baker Avenue Asset Management, LP held 209,466 IVE 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 209,466 shares
    Change vs previous 13F -8,222 shares

    0.9% of the 13F portfolio, value $47,561,386.

    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 217,688 shares
    Change vs previous 13F +4,059 shares

    1.05% of the 13F portfolio, value $45,964,840.

    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 213,629 shares
    Change vs previous 13F +2,682 shares

    1.04% of the 13F portfolio, value $45,304,297.

    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 210,947 shares
    Change vs previous 13F +973 shares

    1.04% of the 13F portfolio, value $43,562,733.

    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 209,974 shares
    Change vs previous 13F +2,064 shares

    1.17% of the 13F portfolio, value $41,033,109.

    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 207,910 shares
    Change vs previous 13F -669 shares

    1.24% of the 13F portfolio, value $39,623,526.

    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 208,579 shares
    Change vs previous 13F +594 shares

    1.22% of the 13F portfolio, value $39,813,518.

    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 207,985 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $41,008,406.

    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).