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Baker Avenue Asset Management, LP: XLF position timeline

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

Baker Avenue Asset Management, LP held 34,700 XLF 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 34,700 shares
    Change vs previous 13F +273 shares

    0.04% of the 13F portfolio, value $1,860,262.

    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 34,427 shares
    Change vs previous 13F -1,856 shares

    0.04% of the 13F portfolio, value $1,699,685.

    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 36,283 shares
    Change vs previous 13F -71,428 shares

    0.05% of the 13F portfolio, value $1,987,193.

    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 107,711 shares
    Change vs previous 13F -10,809 shares

    0.14% of the 13F portfolio, value $5,802,404.

    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 118,520 shares
    Change vs previous 13F +4,204 shares

    0.18% of the 13F portfolio, value $6,206,877.

    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 114,316 shares
    Change vs previous 13F +56,095 shares

    0.18% of the 13F portfolio, value $5,694,104.

    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 58,221 shares
    Change vs previous 13F +20,678 shares

    0.09% of the 13F portfolio, value $2,813,819.

    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 37,543 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,701,436.

    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).