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Disclosery

Baker Avenue Asset Management, LP: IWF position timeline

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

Baker Avenue Asset Management, LP held 780,204 IWF 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 780,204 shares
    Change vs previous 13F +598,643 shares

    1.84% of the 13F portfolio, value $96,877,894.

    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 181,561 shares
    Change vs previous 13F -12,509 shares

    1.76% of the 13F portfolio, value $77,417,688.

    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 194,070 shares
    Change vs previous 13F -664 shares

    2.12% of the 13F portfolio, value $91,853,106.

    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 194,734 shares
    Change vs previous 13F +467 shares

    2.18% of the 13F portfolio, value $91,215,548.

    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 194,267 shares
    Change vs previous 13F -232 shares

    2.35% of the 13F portfolio, value $82,481,752.

    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 194,499 shares
    Change vs previous 13F +51 shares

    2.2% of the 13F portfolio, value $70,231,499.

    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 194,448 shares
    Change vs previous 13F +469 shares

    2.39% of the 13F portfolio, value $78,086,567.

    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 193,979 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $72,815,795.

    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).