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Disclosery

Baker Avenue Asset Management, LP: IWD position timeline

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

Baker Avenue Asset Management, LP held 30,294 IWD 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 30,294 shares
    Change vs previous 13F -451 shares

    0.14% of the 13F portfolio, value $7,344,073.

    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 30,745 shares
    Change vs previous 13F -1,431 shares

    0.15% of the 13F portfolio, value $6,569,218.

    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 32,176 shares
    Change vs previous 13F +753 shares

    0.16% of the 13F portfolio, value $6,767,897.

    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 31,423 shares
    Change vs previous 13F -837 shares

    0.15% of the 13F portfolio, value $6,397,438.

    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 32,260 shares
    Change vs previous 13F -1,665 shares

    0.18% of the 13F portfolio, value $6,265,879.

    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 33,925 shares
    Change vs previous 13F -1,600 shares

    0.2% of the 13F portfolio, value $6,383,251.

    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 35,525 shares
    Change vs previous 13F -102 shares

    0.2% of the 13F portfolio, value $6,576,729.

    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 35,627 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,761,955.

    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).