Skip to content
Disclosery

Baron Wealth Management LLC: AAPL position timeline

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

Baron Wealth Management LLC held 55,142 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,142 shares
    Change vs previous 13F -1,708 shares

    4.14% of the 13F portfolio, value $15,955,991.

    13F-HR 0001968507-26-000006 filed by Baron Wealth Management 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 56,850 shares
    Change vs previous 13F +20,175 shares

    4.31% of the 13F portfolio, value $14,428,075.

    13F-HR 0001968507-26-000004 filed by Baron Wealth Management 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 36,675 shares
    Change vs previous 13F +896 shares

    3.07% of the 13F portfolio, value $9,970,330.

    13F-HR 0001968507-26-000003 filed by Baron Wealth Management 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 35,779 shares
    Change vs previous 13F +4,560 shares

    3.01% of the 13F portfolio, value $9,110,423.

    13F-HR 0001968507-25-000007 filed by Baron Wealth Management 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 31,219 shares
    Change vs previous 13F -876 shares

    2.27% of the 13F portfolio, value $6,405,200.

    13F-HR 0001968507-25-000006 filed by Baron Wealth Management 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 32,095 shares
    Change vs previous 13F +1,171 shares

    3.13% of the 13F portfolio, value $7,129,306.

    13F-HR 0001968507-25-000004 filed by Baron Wealth Management 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 30,924 shares
    Change vs previous 13F +371 shares

    3.64% of the 13F portfolio, value $7,744,031.

    13F-HR 0001968507-25-000001 filed by Baron Wealth Management 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 30,553 shares
    Change vs previous 13F not available

    3.43% of the 13F portfolio, value $7,118,933.

    13F-HR 0001968507-24-000005 filed by Baron Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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