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Disclosery

Baron Financial Group, LLC: ICVT position timeline

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

Baron Financial Group, LLC held 49,089 ICVT 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 49,089 shares
    Change vs previous 13F -364 shares

    2.7% of the 13F portfolio, value $5,543,868.

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

  2. period ended2026-06-30
    13F 49,453 shares
    Change vs previous 13F -310 shares

    2.87% of the 13F portfolio, value $6,020,409.

    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 49,763 shares
    Change vs previous 13F +43 shares

    2.73% of the 13F portfolio, value $5,065,376.

    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 49,720 shares
    Change vs previous 13F -315 shares

    2.63% of the 13F portfolio, value $4,897,420.

    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 50,035 shares
    Change vs previous 13F +654 shares

    2.74% of the 13F portfolio, value $5,006,002.

    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 49,381 shares
    Change vs previous 13F +310 shares

    2.61% of the 13F portfolio, value $4,449,229.

    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 49,071 shares
    Change vs previous 13F +253 shares

    2.58% of the 13F portfolio, value $4,102,827.

    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 48,818 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $4,148,066.

    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).