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Disclosery

Baker Avenue Asset Management, LP: XLI position timeline

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

Baker Avenue Asset Management, LP held 5,666 XLI 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 5,666 shares
    Change vs previous 13F +667 shares

    0.02% of the 13F portfolio, value $1,049,455.

    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 4,999 shares
    Change vs previous 13F +256 shares

    0.02% of the 13F portfolio, value $808,488.

    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 4,743 shares
    Change vs previous 13F -22,120 shares

    0.02% of the 13F portfolio, value $735,699.

    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 26,863 shares
    Change vs previous 13F +22,125 shares

    0.1% of the 13F portfolio, value $4,143,029.

    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 4,738 shares
    Change vs previous 13F -258 shares

    0.02% of the 13F portfolio, value $699,018.

    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 4,996 shares
    Change vs previous 13F +586 shares

    0.02% of the 13F portfolio, value $654,788.

    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 4,410 shares
    Change vs previous 13F -47 shares

    0.02% of the 13F portfolio, value $581,099.

    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 4,457 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $603,675.

    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).