Baron Wealth Management LLC: HDB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Wealth Management LLC on HDB, newest first. How the timeline and the estimate are built.
Baron Wealth Management LLC held 0 HDB shares at 2026-03-31 per its 13F-HR filed 2026-04-16.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -6,446 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 6,446 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $235,537.
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 6,446 sharesChange vs previous 13F +3,094 shares
0.07% of the 13F portfolio, value $220,195.
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 3,352 sharesChange vs previous 13F -1,001 shares
0.09% of the 13F portfolio, value $256,998.
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 4,353 sharesChange vs previous 13F -3,007 shares
0.13% of the 13F portfolio, value $289,213.
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 7,360 sharesChange vs previous 13F +263 shares
0.22% of the 13F portfolio, value $470,010.
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 7,097 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $443,988.
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).