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Disclosery

Baron Financial Group, LLC: IBM position timeline

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

Baron Financial Group, LLC held 2,665 IBM 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 2,665 shares
    Change vs previous 13F +4 shares

    0.29% of the 13F portfolio, value $586,018.

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

  2. period ended2026-06-30
    13F 2,661 shares
    Change vs previous 13F -2 shares

    0.36% of the 13F portfolio, value $748,241.

    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 2,663 shares
    Change vs previous 13F +19 shares

    0.35% of the 13F portfolio, value $645,384.

    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 2,644 shares
    Change vs previous 13F -15 shares

    0.42% of the 13F portfolio, value $783,200.

    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 2,659 shares
    Change vs previous 13F -97 shares

    0.41% of the 13F portfolio, value $750,331.

    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 2,756 shares
    Change vs previous 13F +3 shares

    0.48% of the 13F portfolio, value $812,376.

    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 2,753 shares
    Change vs previous 13F -596 shares

    0.43% of the 13F portfolio, value $684,494.

    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 3,349 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $736,319.

    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).