Skip to content
Disclosery

Baron Wealth Management LLC: CLS position timeline

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

Baron Wealth Management LLC held 1,519 CLS 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 1,519 shares
    Change vs previous 13F +66 shares

    0.14% of the 13F portfolio, value $554,131.

    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 1,453 shares
    Change vs previous 13F -34 shares

    0.12% of the 13F portfolio, value $409,281.

    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 1,487 shares
    Change vs previous 13F +59 shares

    0.14% of the 13F portfolio, value $439,572.

    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 1,428 shares
    Change vs previous 13F +96 shares

    0.12% of the 13F portfolio, value $351,831.

    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 1,332 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $207,939.

    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).