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Disclosery

Baron Wealth Management LLC: DIVI position timeline

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

Baron Wealth Management LLC held 748,975 DIVI 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 748,975 shares
    Change vs previous 13F +9,325 shares

    8.3% of the 13F portfolio, value $31,996,223.

    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 739,650 shares
    Change vs previous 13F +12,704 shares

    8.81% of the 13F portfolio, value $29,445,477.

    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 726,946 shares
    Change vs previous 13F +19,931 shares

    8.71% of the 13F portfolio, value $28,270,944.

    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 707,015 shares
    Change vs previous 13F +28,311 shares

    8.73% of the 13F portfolio, value $26,378,737.

    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 678,704 shares
    Change vs previous 13F +328,437 shares

    8.57% of the 13F portfolio, value $24,189,026.

    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 350,267 shares
    Change vs previous 13F not available

    5.02% of the 13F portfolio, value $11,415,206.

    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).