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Disclosery

Baron Wealth Management LLC: FIVE position timeline

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

Baron Wealth Management LLC held 9,702 FIVE 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 9,702 shares
    Change vs previous 13F -20 shares

    0.45% of the 13F portfolio, value $1,744,323.

    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 9,722 shares
    Change vs previous 13F -587 shares

    0.66% of the 13F portfolio, value $2,221,283.

    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 10,309 shares
    Change vs previous 13F -2,033 shares

    0.6% of the 13F portfolio, value $1,941,803.

    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 12,342 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $1,909,307.

    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 12,342 shares
    Change vs previous 13F +1,831 shares

    0.57% of the 13F portfolio, value $1,619,024.

    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 10,511 shares
    Change vs previous 13F +525 shares

    0.35% of the 13F portfolio, value $787,537.

    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 9,986 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,048,131.

    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 9,986 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $882,263.

    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).