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Disclosery

Baron Wealth Management LLC: MFC position timeline

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

Baron Wealth Management LLC held 12,432 MFC 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 12,432 shares
    Change vs previous 13F +291 shares

    0.13% of the 13F portfolio, value $503,620.

    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 12,141 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $418,136.

    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 12,141 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $440,475.

    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 12,141 shares
    Change vs previous 13F -471 shares

    0.13% of the 13F portfolio, value $378,192.

    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 12,612 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $403,080.

    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 12,612 shares
    Change vs previous 13F -97 shares

    0.17% of the 13F portfolio, value $392,864.

    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 12,709 shares
    Change vs previous 13F -1,691 shares

    0.18% of the 13F portfolio, value $390,300.

    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 14,400 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $425,530.

    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).