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Disclosery

Baker Avenue Asset Management, LP: WM position timeline

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

Baker Avenue Asset Management, LP held 3,952 WM 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 3,952 shares
    Change vs previous 13F +441 shares

    0.02% of the 13F portfolio, value $880,788.

    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 3,511 shares
    Change vs previous 13F +812 shares

    0.02% of the 13F portfolio, value $806,735.

    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 2,699 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $593,085.

    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 2,607 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $575,627.

    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 2,600 shares
    Change vs previous 13F -16,793 shares

    0.02% of the 13F portfolio, value $594,930.

    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 19,393 shares
    Change vs previous 13F +232 shares

    0.14% of the 13F portfolio, value $4,489,690.

    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 19,161 shares
    Change vs previous 13F +196 shares

    0.12% of the 13F portfolio, value $3,866,541.

    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 18,965 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,937,132.

    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).