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Disclosery

Baron Financial Group, LLC: IWM position timeline

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

Baron Financial Group, LLC held 70,503 IWM 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 70,503 shares
    Change vs previous 13F -1,413 shares

    9.54% of the 13F portfolio, value $19,592,114.

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

  2. period ended2026-06-30
    13F 71,916 shares
    Change vs previous 13F -1,279 shares

    10.31% of the 13F portfolio, value $21,607,193.

    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 73,195 shares
    Change vs previous 13F -548 shares

    9.79% of the 13F portfolio, value $18,152,380.

    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 73,743 shares
    Change vs previous 13F -292 shares

    9.73% of the 13F portfolio, value $18,152,593.

    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 74,035 shares
    Change vs previous 13F -254 shares

    9.81% of the 13F portfolio, value $17,913,525.

    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 74,289 shares
    Change vs previous 13F +156 shares

    9.41% of the 13F portfolio, value $16,030,838.

    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 74,133 shares
    Change vs previous 13F -487 shares

    9.3% of the 13F portfolio, value $14,788,806.

    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 74,620 shares
    Change vs previous 13F not available

    10.22% of the 13F portfolio, value $16,488,050.

    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).