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Disclosery

Baron Wealth Management LLC: CRM position timeline

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

Baron Wealth Management LLC held 2,609 CRM 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 2,609 shares
    Change vs previous 13F +41 shares

    0.11% of the 13F portfolio, value $408,773.

    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 2,568 shares
    Change vs previous 13F +115 shares

    0.14% of the 13F portfolio, value $479,412.

    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 2,453 shares
    Change vs previous 13F -397 shares

    0.2% of the 13F portfolio, value $649,881.

    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 2,850 shares
    Change vs previous 13F -62 shares

    0.22% of the 13F portfolio, value $675,497.

    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 2,912 shares
    Change vs previous 13F -841 shares

    0.28% of the 13F portfolio, value $794,116.

    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 3,753 shares
    Change vs previous 13F +87 shares

    0.44% of the 13F portfolio, value $1,007,188.

    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 3,666 shares
    Change vs previous 13F -10 shares

    0.58% of the 13F portfolio, value $1,225,686.

    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 3,676 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,006,175.

    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).