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Baron Financial Group, LLC: SUB position timeline

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

Baron Financial Group, LLC held 40,725 SUB 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 40,725 shares
    Change vs previous 13F -75 shares

    2.07% of the 13F portfolio, value $4,257,392.

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

  2. period ended2026-06-30
    13F 40,800 shares
    Change vs previous 13F -130 shares

    2.07% of the 13F portfolio, value $4,343,976.

    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 40,930 shares
    Change vs previous 13F -15 shares

    2.35% of the 13F portfolio, value $4,359,045.

    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 40,945 shares
    Change vs previous 13F +1,850 shares

    2.34% of the 13F portfolio, value $4,368,832.

    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 39,095 shares
    Change vs previous 13F -115 shares

    2.29% of the 13F portfolio, value $4,174,565.

    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 39,210 shares
    Change vs previous 13F -665 shares

    2.45% of the 13F portfolio, value $4,169,592.

    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 39,875 shares
    Change vs previous 13F -15 shares

    2.65% of the 13F portfolio, value $4,210,800.

    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 39,890 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $4,207,598.

    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).