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Disclosery

Baron Wealth Management LLC: KGC position timeline

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

Baron Wealth Management LLC held 21,941 KGC 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 21,941 shares
    Change vs previous 13F +653 shares

    0.13% of the 13F portfolio, value $518,237.

    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 21,288 shares
    Change vs previous 13F -771 shares

    0.19% of the 13F portfolio, value $649,708.

    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 22,059 shares
    Change vs previous 13F +640 shares

    0.19% of the 13F portfolio, value $621,195.

    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 21,419 shares
    Change vs previous 13F +335 shares

    0.18% of the 13F portfolio, value $532,264.

    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 21,084 shares
    Change vs previous 13F +8,311 shares

    0.12% of the 13F portfolio, value $329,538.

    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 12,773 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $161,068.

    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).