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Baker Avenue Asset Management, LP: XLC position timeline

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

Baker Avenue Asset Management, LP held 48,791 XLC 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 48,791 shares
    Change vs previous 13F -1,167 shares

    0.1% of the 13F portfolio, value $5,227,014.

    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 49,958 shares
    Change vs previous 13F -4,277 shares

    0.13% of the 13F portfolio, value $5,538,343.

    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 54,235 shares
    Change vs previous 13F +329 shares

    0.15% of the 13F portfolio, value $6,384,558.

    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 53,906 shares
    Change vs previous 13F -47 shares

    0.15% of the 13F portfolio, value $6,380,867.

    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 53,953 shares
    Change vs previous 13F -3,889 shares

    0.17% of the 13F portfolio, value $5,855,522.

    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 57,842 shares
    Change vs previous 13F +4,816 shares

    0.17% of the 13F portfolio, value $5,578,882.

    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 53,026 shares
    Change vs previous 13F +2,424 shares

    0.16% of the 13F portfolio, value $5,133,478.

    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 50,602 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,574,384.

    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).