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Disclosery

Baron Financial Group, LLC: VTIP position timeline

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

Baron Financial Group, LLC held 280,745 VTIP 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 280,745 shares
    Change vs previous 13F +7,360 shares

    6.73% of the 13F portfolio, value $13,818,269.

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

  2. period ended2026-06-30
    13F 273,385 shares
    Change vs previous 13F +9,295 shares

    6.55% of the 13F portfolio, value $13,732,129.

    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 264,090 shares
    Change vs previous 13F +7,580 shares

    7.11% of the 13F portfolio, value $13,191,296.

    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 256,510 shares
    Change vs previous 13F -3,525 shares

    6.8% of the 13F portfolio, value $12,686,985.

    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 260,035 shares
    Change vs previous 13F +95 shares

    7.21% of the 13F portfolio, value $13,165,573.

    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 259,940 shares
    Change vs previous 13F -2,235 shares

    7.67% of the 13F portfolio, value $13,067,184.

    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 262,175 shares
    Change vs previous 13F -715 shares

    8.23% of the 13F portfolio, value $13,082,533.

    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 262,890 shares
    Change vs previous 13F not available

    7.89% of the 13F portfolio, value $12,729,134.

    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).