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
- period ended2026-06-3013F 11,836 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,854 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,854 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,686 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,686 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 12,293 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,582 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,455 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).