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Baker Avenue Asset Management, LP: IVV position timeline

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

Baker Avenue Asset Management, LP held 144,124 IVV 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 144,124 shares
    Change vs previous 13F +2,577 shares

    2.05% of the 13F portfolio, value $107,933,119.

    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 141,547 shares
    Change vs previous 13F +2,507 shares

    2.11% of the 13F portfolio, value $92,460,035.

    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 139,040 shares
    Change vs previous 13F +3,807 shares

    2.2% of the 13F portfolio, value $95,233,735.

    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 135,233 shares
    Change vs previous 13F +3,723 shares

    2.17% of the 13F portfolio, value $90,511,445.

    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 131,510 shares
    Change vs previous 13F +4,002 shares

    2.32% of the 13F portfolio, value $81,654,430.

    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 127,508 shares
    Change vs previous 13F +8,785 shares

    2.24% of the 13F portfolio, value $71,646,983.

    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 118,723 shares
    Change vs previous 13F +9,709 shares

    2.14% of the 13F portfolio, value $69,889,817.

    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 109,014 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $62,881,286.

    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).