Skip to content
Disclosery

Baron Wealth Management LLC: BWA position timeline

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

Baron Wealth Management LLC held 26,894 BWA 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 26,894 shares
    Change vs previous 13F +287 shares

    0.46% of the 13F portfolio, value $1,785,782.

    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 26,607 shares
    Change vs previous 13F +759 shares

    0.43% of the 13F portfolio, value $1,443,669.

    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 25,848 shares
    Change vs previous 13F +2,737 shares

    0.36% of the 13F portfolio, value $1,164,719.

    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 23,111 shares
    Change vs previous 13F +1,358 shares

    0.34% of the 13F portfolio, value $1,015,949.

    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 21,753 shares
    Change vs previous 13F +511 shares

    0.26% of the 13F portfolio, value $728,304.

    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 21,242 shares
    Change vs previous 13F +1,267 shares

    0.27% of the 13F portfolio, value $608,589.

    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 19,975 shares
    Change vs previous 13F +153 shares

    0.3% of the 13F portfolio, value $635,008.

    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 19,822 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $719,340.

    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).