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Baron Financial Group, LLC: SPGP position timeline

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

Baron Financial Group, LLC held 17,213 SPGP 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 17,213 shares
    Change vs previous 13F -562 shares

    1% of the 13F portfolio, value $2,045,257.

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

  2. period ended2026-06-30
    13F 17,775 shares
    Change vs previous 13F -800 shares

    1.04% of the 13F portfolio, value $2,173,713.

    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 18,575 shares
    Change vs previous 13F +10 shares

    1.08% of the 13F portfolio, value $1,999,048.

    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 18,565 shares
    Change vs previous 13F -45 shares

    1.13% of the 13F portfolio, value $2,113,817.

    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 18,610 shares
    Change vs previous 13F -30 shares

    1.16% of the 13F portfolio, value $2,114,474.

    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 18,640 shares
    Change vs previous 13F +305 shares

    1.18% of the 13F portfolio, value $2,007,533.

    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 18,335 shares
    Change vs previous 13F +103 shares

    1.15% of the 13F portfolio, value $1,831,304.

    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 18,232 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,912,176.

    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).