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Disclosery

Baron Wealth Management LLC: IVW position timeline

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

Baron Wealth Management LLC held 28,624 IVW 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 28,624 shares
    Change vs previous 13F +139 shares

    1.02% of the 13F portfolio, value $3,936,655.

    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 28,485 shares
    Change vs previous 13F -340 shares

    0.96% of the 13F portfolio, value $3,221,992.

    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 28,825 shares
    Change vs previous 13F +16 shares

    1.09% of the 13F portfolio, value $3,552,954.

    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 28,809 shares
    Change vs previous 13F +25 shares

    1.15% of the 13F portfolio, value $3,477,819.

    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 28,784 shares
    Change vs previous 13F +27 shares

    1.12% of the 13F portfolio, value $3,169,090.

    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 28,757 shares
    Change vs previous 13F -174 shares

    1.17% of the 13F portfolio, value $2,669,512.

    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 28,931 shares
    Change vs previous 13F +36 shares

    1.38% of the 13F portfolio, value $2,937,325.

    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 28,895 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,766,744.

    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).