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Disclosery

Baron Wealth Management LLC: BPOP position timeline

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

Baron Wealth Management LLC held 3,720 BPOP 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 3,720 shares
    Change vs previous 13F +14 shares

    0.16% of the 13F portfolio, value $610,750.

    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 3,706 shares
    Change vs previous 13F +138 shares

    0.15% of the 13F portfolio, value $497,234.

    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 3,568 shares
    Change vs previous 13F -29 shares

    0.14% of the 13F portfolio, value $444,287.

    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 3,597 shares
    Change vs previous 13F +87 shares

    0.15% of the 13F portfolio, value $456,855.

    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 3,510 shares
    Change vs previous 13F +1,315 shares

    0.14% of the 13F portfolio, value $386,837.

    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 2,195 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $202,752.

    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 2,195 shares
    Change vs previous 13F -69 shares

    0.1% of the 13F portfolio, value $206,462.

    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 2,264 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $227,011.

    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).