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Disclosery

Baker Avenue Asset Management, LP: SUSA position timeline

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

Baker Avenue Asset Management, LP held 11,404 SUSA 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 11,404 shares
    Change vs previous 13F -828 shares

    0.03% of the 13F portfolio, value $1,759,637.

    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 12,232 shares
    Change vs previous 13F -84 shares

    0.04% of the 13F portfolio, value $1,615,847.

    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 12,316 shares
    Change vs previous 13F +373 shares

    0.04% of the 13F portfolio, value $1,716,173.

    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 11,943 shares
    Change vs previous 13F +301 shares

    0.04% of the 13F portfolio, value $1,620,068.

    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 11,642 shares
    Change vs previous 13F -1,679 shares

    0.04% of the 13F portfolio, value $1,475,624.

    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 13,321 shares
    Change vs previous 13F -1,383 shares

    0.05% of the 13F portfolio, value $1,530,183.

    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 14,704 shares
    Change vs previous 13F -203 shares

    0.05% of the 13F portfolio, value $1,787,859.

    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 14,907 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,794,356.

    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).