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Baker Avenue Asset Management, LP: IYZ position timeline

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

Baker Avenue Asset Management, LP held 127,391 IYZ 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 127,391 shares
    Change vs previous 13F +323 shares

    0.1% of the 13F portfolio, value $5,389,907.

    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 127,068 shares
    Change vs previous 13F -9,669 shares

    0.11% of the 13F portfolio, value $4,996,297.

    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 136,737 shares
    Change vs previous 13F +1,486 shares

    0.11% of the 13F portfolio, value $4,635,371.

    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 135,251 shares
    Change vs previous 13F +3,237 shares

    0.1% of the 13F portfolio, value $4,363,205.

    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 132,014 shares
    Change vs previous 13F +9,804 shares

    0.11% of the 13F portfolio, value $3,931,362.

    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 122,210 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,347,341.

    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).