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Disclosery

Baron Wealth Management LLC: ERIC position timeline

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

Baron Wealth Management LLC held 13,955 ERIC 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 13,955 shares
    Change vs previous 13F +1,282 shares

    0.04% of the 13F portfolio, value $155,597.

    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 12,673 shares
    Change vs previous 13F +118 shares

    0.04% of the 13F portfolio, value $142,821.

    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 12,555 shares
    Change vs previous 13F +193 shares

    0.04% of the 13F portfolio, value $121,153.

    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 12,362 shares
    Change vs previous 13F +846 shares

    0.03% of the 13F portfolio, value $102,231.

    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 11,516 shares
    Change vs previous 13F +557 shares

    0.03% of the 13F portfolio, value $97,657.

    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 10,959 shares
    Change vs previous 13F -4,203 shares

    0.04% of the 13F portfolio, value $85,045.

    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 15,162 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $122,209.

    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).