Baron Wealth Management LLC: AFL position timeline

Baron Wealth Management LLC held 4,528 AFL 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 4,528 shares

   Change vs previous 13F +167 shares

   0.14% of the 13F portfolio, value $530,940.

   13F-HR 0001968507-26-000006 filed by Baron Wealth Management LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,361 shares

   Change vs previous 13F +21 shares

   0.14% of the 13F portfolio, value $478,460.

   13F-HR 0001968507-26-000004 filed by Baron Wealth Management LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 4,340 shares

   Change vs previous 13F +19 shares

   0.15% of the 13F portfolio, value $478,577.

   13F-HR 0001968507-26-000003 filed by Baron Wealth Management LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,321 shares

   Change vs previous 13F +161 shares

   0.16% of the 13F portfolio, value $482,645.

   13F-HR 0001968507-25-000007 filed by Baron Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,160 shares

   Change vs previous 13F -556 shares

   0.16% of the 13F portfolio, value $438,691.

   13F-HR 0001968507-25-000006 filed by Baron Wealth Management LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,716 shares

   Change vs previous 13F +573 shares

   0.23% of the 13F portfolio, value $524,335.

   13F-HR 0001968507-25-000004 filed by Baron Wealth Management LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,143 shares

   Change vs previous 13F -146 shares

   0.2% of the 13F portfolio, value $428,505.

   13F-HR 0001968507-25-000001 filed by Baron Wealth Management LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,289 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $479,561.

   13F-HR 0001968507-24-000005 filed by Baron Wealth Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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