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Disclosery

Baker Avenue Asset Management, LP: XLB position timeline

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

Baker Avenue Asset Management, LP held 20,350 XLB 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 20,350 shares
    Change vs previous 13F +665 shares

    0.02% of the 13F portfolio, value $1,034,415.

    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 19,685 shares
    Change vs previous 13F -2,440 shares

    0.02% of the 13F portfolio, value $983,682.

    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 22,125 shares
    Change vs previous 13F +11,083 shares

    0.02% of the 13F portfolio, value $1,003,369.

    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 11,042 shares
    Change vs previous 13F +292 shares

    0.02% of the 13F portfolio, value $989,602.

    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 10,750 shares
    Change vs previous 13F -124 shares

    0.03% of the 13F portfolio, value $943,971.

    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 10,874 shares
    Change vs previous 13F +523 shares

    0.03% of the 13F portfolio, value $934,953.

    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 10,351 shares
    Change vs previous 13F +177 shares

    0.03% of the 13F portfolio, value $870,942.

    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 10,174 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $980,577.

    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).