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Disclosery

Baron Wealth Management LLC: IJR position timeline

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

Baron Wealth Management LLC held 161,676 IJR 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 161,676 shares
    Change vs previous 13F -10,552 shares

    6.22% of the 13F portfolio, value $23,978,126.

    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 172,228 shares
    Change vs previous 13F -18,598 shares

    6.4% of the 13F portfolio, value $21,409,640.

    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 190,826 shares
    Change vs previous 13F -21,832 shares

    7.07% of the 13F portfolio, value $22,933,488.

    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 212,658 shares
    Change vs previous 13F -1,144 shares

    8.36% of the 13F portfolio, value $25,270,199.

    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 213,802 shares
    Change vs previous 13F -15,157 shares

    8.28% of the 13F portfolio, value $23,366,393.

    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 228,959 shares
    Change vs previous 13F -1,896 shares

    10.52% of the 13F portfolio, value $23,942,270.

    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 230,855 shares
    Change vs previous 13F +6,245 shares

    12.52% of the 13F portfolio, value $26,599,154.

    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 224,610 shares
    Change vs previous 13F not available

    12.64% of the 13F portfolio, value $26,270,391.

    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).