Current Market Value 538,277,690
Current Holdings 50
Most Recent File Date 2025-07-11
Total Filings on Record 39
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Baker Chad R . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-11 2025-06-30 13F-HR 50 538,278
2025-04-16 2025-03-31 13F-HR 50 490,960
2025-01-15 2024-12-31 13F-HR 50 510,823
2024-10-18 2024-09-30 13F-HR 50 509,037
2024-07-22 2024-06-30 13F-HR 51 479,061
2024-04-17 2024-03-31 13F-HR 53 469,577
2024-01-22 2023-12-31 13F-HR 53 444,386
2023-10-17 2023-09-30 13F-HR 53 396,131
2023-07-18 2023-06-30 13F-HR 52 423,199
2023-04-27 2023-03-31 13F-HR 50 393,677
2023-02-10 2022-12-31 13F-HR 48 357
2022-11-03 2022-09-30 13F-HR 50 351,091
2022-08-11 2022-06-30 13F-HR 50 359,588
2022-05-10 2022-03-31 13F-HR 84 620,853
2022-02-08 2021-12-31 13F-HR 50 483,162
2021-11-08 2021-09-30 13F-HR 52 445,818
2021-08-04 2021-06-30 13F-HR 51 444,749
2021-05-11 2021-03-31 13F-HR 53 417,377
2021-02-10 2020-12-31 13F-HR 53 409,992
2020-11-09 2020-09-30 13F-HR 55 371,192
2020-08-04 2020-06-30 13F-HR 55 332,187
2020-05-01 2020-03-31 13F-HR 54 257,570
2020-02-12 2019-12-31 13F-HR 57 301,118
2019-11-12 2019-09-30 13F-HR 56 281,382
2019-08-14 2019-06-30 13F-HR 56 286,696
2019-05-07 2019-03-31 13F-HR 54 276,291
2019-02-08 2018-12-31 13F-HR 53 231,840
2018-11-15 2018-09-30 13F-HR 55 274,314
2018-08-13 2018-06-30 13F-HR 55 250,230
2018-05-14 2018-03-31 13F-HR 59 253,438
2018-02-13 2017-12-31 13F-HR 57 253,216
2017-11-15 2017-09-30 13F-HR 59 254,250
2017-08-14 2017-06-30 13F-HR 59 252,574
2017-05-05 2017-03-31 13F-HR 59 245,895
2017-02-03 2016-12-31 13F-HR 59 226,342
2016-10-24 2016-09-30 13F-HR 59 232,566
2016-07-12 2016-06-30 13F-HR 58 224,171
2016-04-20 2016-03-31 13F-HR 58 220,211
2016-02-10 2015-12-31 13F-HR 60 223,813