Baron Wealth Management LLC: ICE position timeline

Baron Wealth Management LLC held 2,090 ICE 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 2,090 shares

   Change vs previous 13F -139 shares

   0.07% of the 13F portfolio, value $257,263.

   13F-HR 0001968507-26-000006 filed by Baron Wealth Management LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,229 shares

   Change vs previous 13F +704 shares

   0.1% of the 13F portfolio, value $350,520.

   13F-HR 0001968507-26-000004 filed by Baron Wealth Management LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,525 shares

   Change vs previous 13F -422 shares

   0.08% of the 13F portfolio, value $246,923.

   13F-HR 0001968507-26-000003 filed by Baron Wealth Management LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,947 shares

   Change vs previous 13F -29 shares

   0.11% of the 13F portfolio, value $327,958.

   13F-HR 0001968507-25-000007 filed by Baron Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,976 shares

   Change vs previous 13F +80 shares

   0.13% of the 13F portfolio, value $362,446.

   13F-HR 0001968507-25-000006 filed by Baron Wealth Management LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 1,896 shares

   Change vs previous 13F +216 shares

   0.14% of the 13F portfolio, value $327,143.

   13F-HR 0001968507-25-000004 filed by Baron Wealth Management LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 1,680 shares

   Change vs previous 13F +13 shares

   0.12% of the 13F portfolio, value $250,394.

   13F-HR 0001968507-25-000001 filed by Baron Wealth Management LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,667 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $267,838.

   13F-HR 0001968507-24-000005 filed by Baron Wealth Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).