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Disclosery

Baron Wealth Management LLC: EFXT position timeline

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

Baron Wealth Management LLC held 30,530 EFXT 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 30,530 shares
    Change vs previous 13F +751 shares

    0.19% of the 13F portfolio, value $748,290.

    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 29,779 shares
    Change vs previous 13F +2,111 shares

    0.19% of the 13F portfolio, value $622,977.

    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 27,668 shares
    Change vs previous 13F +10,815 shares

    0.13% of the 13F portfolio, value $426,917.

    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 16,853 shares
    Change vs previous 13F +1,638 shares

    0.06% of the 13F portfolio, value $181,675.

    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 15,215 shares
    Change vs previous 13F +3,666 shares

    0.04% of the 13F portfolio, value $120,046.

    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 11,549 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $89,274.

    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).