Skip to content
Disclosery

Baron Financial Group, LLC: XLU position timeline

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

Baron Financial Group, LLC held 24,127 XLU 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 24,127 shares
    Change vs previous 13F +1,915 shares

    0.46% of the 13F portfolio, value $951,569.

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

  2. period ended2026-06-30
    13F 22,212 shares
    Change vs previous 13F +7,332 shares

    0.48% of the 13F portfolio, value $1,007,093.

    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 14,880 shares
    Change vs previous 13F +5,575 shares

    0.37% of the 13F portfolio, value $682,844.

    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 9,305 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $397,231.

    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).