Baron Wealth Management LLC: CBOE position timeline

Baron Wealth Management LLC held 1,350 CBOE 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 1,350 shares

   Change vs previous 13F -345 shares

   0.08% of the 13F portfolio, value $327,691.

   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 1,695 shares

   Change vs previous 13F +133 shares

   0.14% of the 13F portfolio, value $476,492.

   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 1,562 shares

   Change vs previous 13F +101 shares

   0.12% of the 13F portfolio, value $392,120.

   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 1,461 shares

   Change vs previous 13F +62 shares

   0.12% of the 13F portfolio, value $358,355.

   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 1,399 shares

   Change vs previous 13F -93 shares

   0.12% of the 13F portfolio, value $326,295.

   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 1,492 shares

   Change vs previous 13F +231 shares

   0.15% of the 13F portfolio, value $337,650.

   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 1,261 shares

   Change vs previous 13F -57 shares

   0.12% of the 13F portfolio, value $246,414.

   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 1,318 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $270,031.

   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).