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Baron Financial Group, LLC

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13F filer, CIK 1832093, Fair Lawn, NJ

Baron Financial Group, LLC reported $186,507,821 across 57 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-09. Its ten largest share positions make up 55.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000019

Period
2025-12-31
Reported value
$187M
Holdings
57
Top 10 weight
55.62%
New
9
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
Cnew+5,866$685K
NVDAnew+3,362$627K
XLUnew+9,305$397K
BNDXadded+7,370$356K
VEAnew+4,275$267K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GLDreduced-1,638-$649K
SPYreduced-561-$383K
QQQreduced-485-$298K
MUBreduced-2,045-$219K
BXexited-1,275-$218K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0002085853-26-000019, largest first. % of portfolio is the value over $186,507,821, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,457 shares; 2025Q1: 32,519 shares; 2025Q2: 32,645 shares; 2025Q3: 32,709 shares; 2025Q4: 32,148 shares 32,148$21.9M11.75%-561Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,620 shares; 2025Q1: 74,133 shares; 2025Q2: 74,289 shares; 2025Q3: 74,035 shares; 2025Q4: 73,743 shares 73,743$18.2M9.73%-292Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,075 shares; 2025Q1: 21,933 shares; 2025Q2: 21,864 shares; 2025Q3: 21,919 shares; 2025Q4: 21,434 shares 21,434$13.2M7.06%-485Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262,890 shares; 2025Q1: 262,175 shares; 2025Q2: 259,940 shares; 2025Q3: 260,035 shares; 2025Q4: 256,510 shares 256,510$12.7M6.8%-3,525Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,556 shares; 2025Q1: 76,574 shares; 2025Q2: 75,345 shares; 2025Q3: 75,364 shares; 2025Q4: 75,230 shares 75,230$7.22M3.87%-134Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,735 shares; 2025Q1: 22,373 shares; 2025Q2: 20,731 shares; 2025Q3: 19,367 shares; 2025Q4: 17,729 shares 17,729$7.03M3.77%-1,638Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,900 shares; 2025Q1: 74,773 shares; 2025Q2: 73,673 shares; 2025Q3: 73,566 shares; 2025Q4: 72,501 shares 72,501$6.47M3.47%-1,065Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,700 shares; 2025Q1: 58,129 shares; 2025Q2: 61,455 shares; 2025Q3: 62,434 shares; 2025Q4: 65,009 shares 65,009$6.26M3.36%+2,575Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,681 shares; 2025Q1: 58,835 shares; 2025Q2: 58,615 shares; 2025Q3: 59,239 shares; 2025Q4: 61,992 shares 61,992$5.49M2.94%+2,753Timeline
CGWINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,688 shares; 2025Q1: 91,112 shares; 2025Q2: 88,817 shares; 2025Q3: 87,320 shares; 2025Q4: 84,785 shares 84,785$5.34M2.86%-2,535Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,439 shares; 2025Q1: 100,519 shares; 2025Q2: 99,374 shares; 2025Q3: 99,331 shares; 2025Q4: 97,321 shares 97,321$5.32M2.85%-2,010Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,335 shares; 2025Q1: 94,335 shares; 2025Q2: 96,655 shares; 2025Q3: 98,055 shares; 2025Q4: 105,425 shares 105,425$5.09M2.73%+7,370Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,818 shares; 2025Q1: 49,071 shares; 2025Q2: 49,381 shares; 2025Q3: 50,035 shares; 2025Q4: 49,720 shares 49,720$4.9M2.63%-315Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 105,205 shares; 2025Q1: 106,054 shares; 2025Q2: 104,619 shares; 2025Q3: 104,110 shares; 2025Q4: 102,055 shares 102,055$4.64M2.49%-2,055Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,720 shares; 2025Q1: 97,847 shares; 2025Q2: 99,412 shares; 2025Q3: 101,529 shares; 2025Q4: 102,999 shares 102,999$4.58M2.46%+1,470Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,890 shares; 2025Q1: 39,875 shares; 2025Q2: 39,210 shares; 2025Q3: 39,095 shares; 2025Q4: 40,945 shares 40,945$4.37M2.34%+1,850Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,162 shares; 2025Q1: 15,164 shares; 2025Q2: 15,064 shares; 2025Q3: 14,856 shares; 2025Q4: 14,466 shares 14,466$4.16M2.23%-390Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,244 shares; 2025Q1: 34,684 shares; 2025Q2: 33,944 shares; 2025Q3: 33,453 shares; 2025Q4: 31,657 shares 31,657$3.8M2.04%-1,796Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,270 shares; 2025Q1: 7,914 shares; 2025Q2: 7,751 shares; 2025Q3: 7,578 shares; 2025Q4: 7,488 shares 7,488$3.54M1.9%-90Timeline
QAINYLIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,968 shares; 2025Q1: 93,398 shares; 2025Q2: 93,788 shares; 2025Q3: 95,316 shares; 2025Q4: 96,731 shares 96,731$3.24M1.74%+1,415Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,013 shares; 2025Q1: 33,921 shares; 2025Q2: 33,161 shares; 2025Q3: 33,075 shares; 2025Q4: 32,930 shares 32,930$3.13M1.68%-145Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,801 shares; 2025Q1: 107,056 shares; 2025Q2: 112,126 shares; 2025Q3: 121,381 shares; 2025Q4: 132,621 shares 132,621$2.99M1.6%+11,240Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,506 shares; 2025Q1: 7,730 shares; 2025Q2: 9,918 shares; 2025Q3: 11,020 shares; 2025Q4: 11,272 shares 11,272$2.91M1.56%+252Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,766 shares; 2025Q1: 45,427 shares; 2025Q2: 44,927 shares; 2025Q3: 44,035 shares; 2025Q4: 42,290 shares 42,290$2.84M1.52%-1,745Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,793 shares; 2025Q1: 63,623 shares; 2025Q2: 61,738 shares; 2025Q3: 61,568 shares; 2025Q4: 60,898 shares 60,898$2.7M1.45%-670Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,119 shares; 2025Q1: 11,904 shares; 2025Q2: 11,779 shares; 2025Q3: 11,611 shares; 2025Q4: 11,456 shares 11,456$2.41M1.29%-155Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,154 shares; 2025Q1: 4,131 shares; 2025Q2: 4,007 shares; 2025Q3: 3,958 shares; 2025Q4: 3,949 shares 3,949$2.38M1.28%-9Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,232 shares; 2025Q1: 18,335 shares; 2025Q2: 18,640 shares; 2025Q3: 18,610 shares; 2025Q4: 18,565 shares 18,565$2.11M1.13%-45Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,901 shares; 2025Q1: 5,993 shares; 2025Q2: 5,715 shares; 2025Q3: 7,422 shares; 2025Q4: 7,762 shares 7,762$2.11M1.13%+340Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,223 shares; 2025Q1: 46,665 shares; 2025Q2: 46,255 shares; 2025Q3: 46,337 shares; 2025Q4: 45,452 shares 45,452$2.01M1.08%-885Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,285 shares; 2025Q1: 6,235 shares; 2025Q2: 6,090 shares; 2025Q3: 5,999 shares; 2025Q4: 5,959 shares 5,959$2M1.07%-40Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,765 shares; 2025Q1: 25,362 shares; 2025Q2: 24,842 shares; 2025Q3: 24,632 shares; 2025Q4: 23,481 shares 23,481$1.55M0.83%-1,151Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,851 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,826 shares; 2025Q4: 1,819 shares 1,819$880K0.47%-7Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,670 shares; 2025Q1: 6,670 shares; 2025Q2: 6,645 shares; 2025Q3: 6,645 shares; 2025Q4: 6,710 shares 6,710$807K0.43%+65Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,349 shares; 2025Q1: 2,753 shares; 2025Q2: 2,756 shares; 2025Q3: 2,659 shares; 2025Q4: 2,644 shares 2,644$783K0.42%-15Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,866 shares 5,866$685K0.37%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,362 shares 3,362$627K0.34%newTimeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,307 shares; 2025Q1: 19,581 shares; 2025Q2: 19,862 shares; 2025Q3: 25,977 shares; 2025Q4: 25,977 shares 25,977$526K0.28%0Timeline
SRVRPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares; 2025Q4: 17,375 shares 17,375$498K0.27%+7,775Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,385 shares; 2025Q1: 6,355 shares; 2025Q2: 6,065 shares; 2025Q3: 6,065 shares; 2025Q4: 6,277 shares 6,277$495K0.27%+212Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 628 shares 628$473K0.25%-10Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,305 shares 9,305$397K0.21%newTimeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,936 shares; 2025Q1: 1,735 shares; 2025Q2: 1,675 shares; 2025Q3: 1,575 shares; 2025Q4: 1,555 shares 1,555$389K0.21%-20Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,367 shares; 2025Q1: 1,367 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,367 shares 1,367$300K0.16%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,309 shares 1,309$299K0.16%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,236 shares; 2025Q1: 3,311 shares; 2025Q2: 3,429 shares; 2025Q3: 3,316 shares; 2025Q4: 3,301 shares 3,301$295K0.16%-15Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,490 shares; 2025Q1: 3,490 shares; 2025Q2: 3,465 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares 3,415$270K0.14%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,275 shares 4,275$267K0.14%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares 815$263K0.14%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,500 shares; 2025Q1: 4,495 shares; 2025Q2: 4,455 shares; 2025Q3: 4,465 shares; 2025Q4: 2,420 shares 2,420$259K0.14%-2,045Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 681 shares; 2025Q1: 581 shares; 2025Q2: 539 shares; 2025Q3: 539 shares; 2025Q4: 499 shares 499$243K0.13%-40Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 375 shares 375$235K0.13%newTimeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares 1,464$224K0.12%newTimeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 851 shares; 2025Q1: 852 shares; 2025Q2: 847 shares; 2025Q3: 848 shares; 2025Q4: 848 shares 848$218K0.12%0Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares 1,565$202K0.11%newTimeline
ICLNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,530 shares 10,530$173K0.09%newTimeline
BATTAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,615 shares 11,615$160K0.09%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BXBLACKSTONE INC1,275$218Kshares
BTEBAYTEX ENERGY CORP13,625$31.9Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-26-000019 base2026-01-09acceptance time not in the bulk data set