BARON SILVER STEVENS FINANCIAL ADVISORS, LLC: IJR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARON SILVER STEVENS FINANCIAL ADVISORS, LLC on IJR, newest first. How the timeline and the estimate are built.
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC held 170,780 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 170,780 sharesChange vs previous 13F +3,099 shares
3.2% of the 13F portfolio, value $25,328,489.
13F-HR 0001172661-26-002983 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 167,681 sharesChange vs previous 13F +3,787 shares
3.02% of the 13F portfolio, value $20,844,468.
13F-HR 0001172661-26-001755 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 163,894 sharesChange vs previous 13F -3,405 shares
2.84% of the 13F portfolio, value $19,696,782.
13F-HR 0001172661-26-000512 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 167,299 sharesChange vs previous 13F +2,573 shares
2.91% of the 13F portfolio, value $19,880,233.
13F-HR 0001172661-25-004458 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 164,726 sharesChange vs previous 13F -3,632 shares
2.88% of the 13F portfolio, value $18,002,922.
13F-HR 0001172661-25-002640 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 168,358 sharesChange vs previous 13F -3,839 shares
3.08% of the 13F portfolio, value $17,605,166.
13F-HR 0001172661-25-001595 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 172,197 sharesChange vs previous 13F +5,638 shares
3.37% of the 13F portfolio, value $19,840,550.
13F-HR 0001172661-25-000267 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 166,559 sharesChange vs previous 13F not available
3.4% of the 13F portfolio, value $19,480,766.
13F-HR 0001172661-24-004381 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).