Skip to content
Disclosery

Baron Wealth Management LLC: IVOG position timeline

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

Baron Wealth Management LLC held 59,722 IVOG 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 59,722 shares
    Change vs previous 13F +9,308 shares

    2.27% of the 13F portfolio, value $8,737,342.

    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 50,414 shares
    Change vs previous 13F +21,164 shares

    1.88% of the 13F portfolio, value $6,303,235.

    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 29,250 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $3,515,841.

    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).