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Disclosery

Baron Financial Group, LLC: IWD position timeline

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

Baron Financial Group, LLC held 10,806 IWD 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 10,806 shares
    Change vs previous 13F -210 shares

    1.3% of the 13F portfolio, value $2,679,138.

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

  2. period ended2026-06-30
    13F 11,016 shares
    Change vs previous 13F -225 shares

    1.27% of the 13F portfolio, value $2,670,615.

    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 11,241 shares
    Change vs previous 13F -215 shares

    1.3% of the 13F portfolio, value $2,401,870.

    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 11,456 shares
    Change vs previous 13F -155 shares

    1.29% of the 13F portfolio, value $2,409,660.

    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 11,611 shares
    Change vs previous 13F -168 shares

    1.3% of the 13F portfolio, value $2,363,889.

    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 11,779 shares
    Change vs previous 13F -125 shares

    1.34% of the 13F portfolio, value $2,287,840.

    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 11,904 shares
    Change vs previous 13F -215 shares

    1.41% of the 13F portfolio, value $2,239,862.

    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 12,119 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,243,595.

    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).