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Baker Avenue Asset Management, LP: UBS position timeline

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

Baker Avenue Asset Management, LP held 524,274 UBS 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 524,274 shares
    Change vs previous 13F +14,701 shares

    0.49% of the 13F portfolio, value $25,983,005.

    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 509,573 shares
    Change vs previous 13F +6,273 shares

    0.45% of the 13F portfolio, value $19,909,013.

    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 503,300 shares
    Change vs previous 13F +4,614 shares

    0.54% of the 13F portfolio, value $23,307,839.

    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 498,686 shares
    Change vs previous 13F -11,296 shares

    0.49% of the 13F portfolio, value $20,446,112.

    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 509,982 shares
    Change vs previous 13F -2,501 shares

    0.49% of the 13F portfolio, value $17,247,585.

    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 512,483 shares
    Change vs previous 13F -4,925 shares

    0.49% of the 13F portfolio, value $15,697,354.

    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 517,408 shares
    Change vs previous 13F +5,243 shares

    0.48% of the 13F portfolio, value $15,687,826.

    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 512,165 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $15,831,032.

    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).