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Baker Avenue Asset Management, LP: XLK position timeline

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

Baker Avenue Asset Management, LP held 65,628 XLK 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 65,628 shares
    Change vs previous 13F +4,468 shares

    0.24% of the 13F portfolio, value $12,503,362.

    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 61,160 shares
    Change vs previous 13F -442 shares

    0.19% of the 13F portfolio, value $8,128,160.

    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 61,602 shares
    Change vs previous 13F +32,225 shares

    0.2% of the 13F portfolio, value $8,868,812.

    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 29,377 shares
    Change vs previous 13F +23,039 shares

    0.2% of the 13F portfolio, value $8,280,272.

    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 6,338 shares
    Change vs previous 13F -1,478 shares

    0.05% of the 13F portfolio, value $1,605,040.

    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 7,816 shares
    Change vs previous 13F -26,403 shares

    0.05% of the 13F portfolio, value $1,613,945.

    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 34,219 shares
    Change vs previous 13F +2,545 shares

    0.24% of the 13F portfolio, value $7,956,684.

    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 31,674 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,150,722.

    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).