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Disclosery

Baron Financial Group, LLC: BWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Financial Group, LLC on BWX, newest first. How the timeline and the estimate are built.

Baron Financial Group, LLC held 177,376 BWX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 177,376 shares
    Change vs previous 13F +12,855 shares

    1.83% of the 13F portfolio, value $3,756,824.

    13F-HR 0002085853-26-001129 filed by Baron Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 164,521 shares
    Change vs previous 13F +15,630 shares

    1.7% of the 13F portfolio, value $3,566,816.

    13F-HR 0002085853-26-000675 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 148,891 shares
    Change vs previous 13F +16,270 shares

    1.76% of the 13F portfolio, value $3,268,158.

    13F-HR 0002085853-26-000326 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 132,621 shares
    Change vs previous 13F +11,240 shares

    1.6% of the 13F portfolio, value $2,987,952.

    13F-HR 0002085853-26-000019 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 121,381 shares
    Change vs previous 13F +9,255 shares

    1.53% of the 13F portfolio, value $2,791,763.

    13F-HR 0002085853-25-000020 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 112,126 shares
    Change vs previous 13F +5,070 shares

    1.55% of the 13F portfolio, value $2,633,840.

    13F-HR 0001667731-25-000746 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 107,056 shares
    Change vs previous 13F +4,255 shares

    1.47% of the 13F portfolio, value $2,340,245.

    13F-HR 0001667731-25-000421 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 102,801 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,198,914.

    13F-HR 0001667731-25-000073 filed by Baron Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).