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Disclosery

Baker Avenue Asset Management, LP: SGOV position timeline

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

Baker Avenue Asset Management, LP held 5,221 SGOV 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 5,221 shares
    Change vs previous 13F -12,309 shares

    0.01% of the 13F portfolio, value $525,598.

    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 17,530 shares
    Change vs previous 13F -651 shares

    0.04% of the 13F portfolio, value $1,764,570.

    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 18,181 shares
    Change vs previous 13F -8 shares

    0.04% of the 13F portfolio, value $1,825,009.

    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 18,189 shares
    Change vs previous 13F +324 shares

    0.04% of the 13F portfolio, value $1,831,632.

    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 17,865 shares
    Change vs previous 13F -480 shares

    0.05% of the 13F portfolio, value $1,798,827.

    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 18,345 shares
    Change vs previous 13F -740 shares

    0.06% of the 13F portfolio, value $1,846,791.

    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 19,085 shares
    Change vs previous 13F +5,295 shares

    0.06% of the 13F portfolio, value $1,914,607.

    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 13,790 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,388,929.

    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).