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Disclosery

Baron Financial Group, LLC: SPY position timeline

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

Baron Financial Group, LLC held 33,328 SPY 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 33,328 shares
    Change vs previous 13F +46 shares

    12.38% of the 13F portfolio, value $25,416,990.

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

  2. period ended2026-06-30
    13F 33,282 shares
    Change vs previous 13F +630 shares

    11.86% of the 13F portfolio, value $24,854,057.

    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 32,652 shares
    Change vs previous 13F +504 shares

    11.45% of the 13F portfolio, value $21,234,956.

    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 32,148 shares
    Change vs previous 13F -561 shares

    11.75% of the 13F portfolio, value $21,922,424.

    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 32,709 shares
    Change vs previous 13F +64 shares

    11.94% of the 13F portfolio, value $21,790,137.

    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 32,645 shares
    Change vs previous 13F +126 shares

    11.84% of the 13F portfolio, value $20,169,767.

    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 32,519 shares
    Change vs previous 13F +62 shares

    11.44% of the 13F portfolio, value $18,190,855.

    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 32,457 shares
    Change vs previous 13F not available

    11.8% of the 13F portfolio, value $19,022,458.

    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).