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Disclosery

Baron Financial Group, LLC: IJR position timeline

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

Baron Financial Group, LLC held 29,120 IJR 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 29,120 shares
    Change vs previous 13F -735 shares

    1.93% of the 13F portfolio, value $3,961,485.

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

  2. period ended2026-06-30
    13F 29,855 shares
    Change vs previous 13F -828 shares

    2.11% of the 13F portfolio, value $4,427,796.

    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 30,683 shares
    Change vs previous 13F -974 shares

    2.06% of the 13F portfolio, value $3,814,204.

    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 31,657 shares
    Change vs previous 13F -1,796 shares

    2.04% of the 13F portfolio, value $3,804,539.

    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 33,453 shares
    Change vs previous 13F -491 shares

    2.18% of the 13F portfolio, value $3,975,220.

    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 33,944 shares
    Change vs previous 13F -740 shares

    2.18% of the 13F portfolio, value $3,709,740.

    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 34,684 shares
    Change vs previous 13F -560 shares

    2.28% of the 13F portfolio, value $3,626,906.

    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 35,244 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $4,060,814.

    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).