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Disclosery

Baron Wealth Management LLC: BCS position timeline

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

Baron Wealth Management LLC held 40,847 BCS 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 40,847 shares
    Change vs previous 13F +5,559 shares

    0.28% of the 13F portfolio, value $1,097,163.

    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 35,288 shares
    Change vs previous 13F -2,994 shares

    0.22% of the 13F portfolio, value $746,704.

    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 38,282 shares
    Change vs previous 13F +3,849 shares

    0.3% of the 13F portfolio, value $974,272.

    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 34,433 shares
    Change vs previous 13F +1,496 shares

    0.24% of the 13F portfolio, value $711,726.

    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 32,937 shares
    Change vs previous 13F +888 shares

    0.22% of the 13F portfolio, value $612,293.

    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 32,049 shares
    Change vs previous 13F +13,369 shares

    0.22% of the 13F portfolio, value $492,267.

    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 18,680 shares
    Change vs previous 13F +1,937 shares

    0.12% of the 13F portfolio, value $248,252.

    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 16,743 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $203,423.

    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).