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Disclosery

Baron Financial Group, LLC: CWB position timeline

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

Baron Financial Group, LLC held 71,101 CWB 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 71,101 shares
    Change vs previous 13F -475 shares

    3.5% of the 13F portfolio, value $7,194,000.

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

  2. period ended2026-06-30
    13F 71,576 shares
    Change vs previous 13F -810 shares

    3.68% of the 13F portfolio, value $7,717,325.

    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 72,386 shares
    Change vs previous 13F -115 shares

    3.57% of the 13F portfolio, value $6,624,767.

    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 72,501 shares
    Change vs previous 13F -1,065 shares

    3.47% of the 13F portfolio, value $6,467,090.

    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 73,566 shares
    Change vs previous 13F -107 shares

    3.65% of the 13F portfolio, value $6,657,723.

    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 73,673 shares
    Change vs previous 13F -1,100 shares

    3.57% of the 13F portfolio, value $6,089,811.

    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 74,773 shares
    Change vs previous 13F -1,127 shares

    3.6% of the 13F portfolio, value $5,729,108.

    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 75,900 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $5,911,851.

    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).