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BARON SILVER STEVENS FINANCIAL ADVISORS, LLC: IWF 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 IWF, newest first. How the timeline and the estimate are built.

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC held 487,084 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 487,084 shares
    Change vs previous 13F +368,872 shares

    7.65% of the 13F portfolio, value $60,481,228.

    13F-HR 0001172661-26-002983 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 118,212 shares
    Change vs previous 13F +2,461 shares

    7.31% of the 13F portfolio, value $50,405,768.

    13F-HR 0001172661-26-001755 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 115,751 shares
    Change vs previous 13F -456 shares

    7.91% of the 13F portfolio, value $54,785,334.

    13F-HR 0001172661-26-000512 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 116,207 shares
    Change vs previous 13F +3,548 shares

    7.97% of the 13F portfolio, value $54,432,966.

    13F-HR 0001172661-25-004458 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 112,659 shares
    Change vs previous 13F -2,056 shares

    7.66% of the 13F portfolio, value $47,832,820.

    13F-HR 0001172661-25-002640 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 114,715 shares
    Change vs previous 13F -1,946 shares

    7.25% of the 13F portfolio, value $41,422,336.

    13F-HR 0001172661-25-001595 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 116,661 shares
    Change vs previous 13F +1,894 shares

    7.95% of the 13F portfolio, value $46,848,718.

    13F-HR 0001172661-25-000267 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 114,767 shares
    Change vs previous 13F not available

    7.52% of the 13F portfolio, value $43,081,057.

    13F-HR 0001172661-24-004381 filed by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).