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Baron Wealth Management LLC: BKDV position timeline

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

Baron Wealth Management LLC held 32,419 BKDV 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 32,419 shares
    Change vs previous 13F +4,825 shares

    0.28% of the 13F portfolio, value $1,085,723.

    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 27,594 shares
    Change vs previous 13F +6,358 shares

    0.24% of the 13F portfolio, value $818,452.

    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 21,236 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $616,269.

    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).