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Baker Avenue Asset Management, LP: ZION position timeline

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

Baker Avenue Asset Management, LP held 9,324 ZION 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 9,324 shares
    Change vs previous 13F +2,487 shares

    0.01% of the 13F portfolio, value $645,128.

    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 6,837 shares
    Change vs previous 13F +1,438 shares

    0.01% of the 13F portfolio, value $393,948.

    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 5,399 shares
    Change vs previous 13F +892 shares

    0.01% of the 13F portfolio, value $316,057.

    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 4,507 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $255,006.

    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).