Skip to content
Disclosery

Baron Wealth Management LLC: MFSI position timeline

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

Baron Wealth Management LLC held 993,624 MFSI 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 993,624 shares
    Change vs previous 13F +19,178 shares

    8.37% of the 13F portfolio, value $32,272,911.

    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 974,446 shares
    Change vs previous 13F -3,558 shares

    8.66% of the 13F portfolio, value $28,960,540.

    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 978,004 shares
    Change vs previous 13F +20,991 shares

    9.18% of the 13F portfolio, value $29,780,211.

    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 957,013 shares
    Change vs previous 13F +32,729 shares

    9.35% of the 13F portfolio, value $28,270,172.

    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 924,284 shares
    Change vs previous 13F +456,188 shares

    9.32% of the 13F portfolio, value $26,295,880.

    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 468,096 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $12,039,429.

    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).