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Disclosery

Baron Wealth Management LLC: ADI position timeline

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

Baron Wealth Management LLC held 4,276 ADI 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 4,276 shares
    Change vs previous 13F -204 shares

    0.44% of the 13F portfolio, value $1,698,319.

    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 4,480 shares
    Change vs previous 13F -227 shares

    0.43% of the 13F portfolio, value $1,425,278.

    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 4,707 shares
    Change vs previous 13F +46 shares

    0.39% of the 13F portfolio, value $1,276,545.

    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 4,661 shares
    Change vs previous 13F +11 shares

    0.38% of the 13F portfolio, value $1,145,211.

    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 4,650 shares
    Change vs previous 13F -387 shares

    0.39% of the 13F portfolio, value $1,106,793.

    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 5,037 shares
    Change vs previous 13F -200 shares

    0.45% of the 13F portfolio, value $1,015,812.

    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 5,237 shares
    Change vs previous 13F +403 shares

    0.52% of the 13F portfolio, value $1,112,653.

    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 4,834 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,112,642.

    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).