CIK 0002057153

Baer Investment Advisory LLC

Name: Baer Investment Advisory LLC — SEC EDGAR Filings (CIK 0002057153)
Creator: Baer Investment Advisory LLC
License: https://www.sec.gov/foia/about-foia

9 SEC EDGAR filings indexed (CIK 0002057153) across 2 form types.

Filing profile

Baer Investment Advisory LLC has 9 SEC filings indexed on SecFilingDex, across 2 form types filed over roughly 1 year, from February 20, 2025 to August 12, 2026.

Its most frequent disclosure is the 13F-HR (Institutional holdings) with 7 filings — Quarterly disclosure of equity holdings by institutional investment managers with $100M+ AUM. 5 of these filings were disclosed in the twelve months to August 12, 2026. 2 of the 9 are amendments (a corrected or updated version of an earlier filing).

Disclosure mix

713F-HRInstitutional holdings · quarterly
213F-HR/AInstitutional holdings · quarterly

Profile derived from 9 indexed filings; every figure traces to the filing records above, each linking back to its original SEC EDGAR document. Filing counts reflect SecFilingDex's current index, not the filer's complete EDGAR history.

All filings

Authoritative source

https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2057153&type=&dateb=&owner=include&count=40 ↗

SecFilingDex republishes EDGAR data with provenance. EDGAR is authoritative; this page reflects the most recent index pull.

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