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Disclosery

Baron Financial Group, LLC: IWR position timeline

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

Baron Financial Group, LLC held 84,361 IWR 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 84,361 shares
    Change vs previous 13F +4,594 shares

    4.38% of the 13F portfolio, value $9,002,163.

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

  2. period ended2026-06-30
    13F 79,767 shares
    Change vs previous 13F +11,731 shares

    4.2% of the 13F portfolio, value $8,799,896.

    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 68,036 shares
    Change vs previous 13F +3,027 shares

    3.57% of the 13F portfolio, value $6,615,141.

    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 65,009 shares
    Change vs previous 13F +2,575 shares

    3.36% of the 13F portfolio, value $6,258,417.

    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 62,434 shares
    Change vs previous 13F +979 shares

    3.3% of the 13F portfolio, value $6,028,003.

    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 61,455 shares
    Change vs previous 13F +3,326 shares

    3.32% of the 13F portfolio, value $5,652,017.

    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 58,129 shares
    Change vs previous 13F +3,429 shares

    3.11% of the 13F portfolio, value $4,945,035.

    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 54,700 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $4,835,480.

    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).