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Disclosery

Baron Financial Group, LLC: IVW position timeline

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

Baron Financial Group, LLC held 1,503 IVW 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 1,503 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $213,816.

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

  2. period ended2026-06-30
    13F 1,502 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $206,517.

    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 ยง4.2).