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Baron Wealth Management LLC: EFA position timeline

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

Baron Wealth Management LLC held 11,836 EFA 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 11,836 shares
    Change vs previous 13F -18 shares

    0.32% of the 13F portfolio, value $1,229,519.

    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 11,854 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,151,369.

    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 11,854 shares
    Change vs previous 13F +168 shares

    0.35% of the 13F portfolio, value $1,138,330.

    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 11,686 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,091,115.

    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 11,686 shares
    Change vs previous 13F -607 shares

    0.37% of the 13F portfolio, value $1,044,605.

    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 12,293 shares
    Change vs previous 13F -289 shares

    0.44% of the 13F portfolio, value $1,004,695.

    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 12,582 shares
    Change vs previous 13F +127 shares

    0.45% of the 13F portfolio, value $951,325.

    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 12,455 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,041,588.

    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).