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Disclosery

Baron Financial Group, LLC: SPDW position timeline

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

Baron Financial Group, LLC held 60,992 SPDW 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 60,992 shares
    Change vs previous 13F +235 shares

    1.49% of the 13F portfolio, value $3,062,414.

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

  2. period ended2026-06-30
    13F 60,757 shares
    Change vs previous 13F +179 shares

    1.46% of the 13F portfolio, value $3,061,551.

    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 60,578 shares
    Change vs previous 13F -320 shares

    1.49% of the 13F portfolio, value $2,765,408.

    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 60,898 shares
    Change vs previous 13F -670 shares

    1.45% of the 13F portfolio, value $2,704,502.

    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 61,568 shares
    Change vs previous 13F -170 shares

    1.44% of the 13F portfolio, value $2,634,495.

    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 61,738 shares
    Change vs previous 13F -1,885 shares

    1.47% of the 13F portfolio, value $2,499,772.

    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 63,623 shares
    Change vs previous 13F -1,170 shares

    1.46% of the 13F portfolio, value $2,316,527.

    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 64,793 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,211,398.

    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).