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Disclosery

Baron Wealth Management LLC: MLI position timeline

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

Baron Wealth Management LLC held 3,604 MLI 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 3,604 shares
    Change vs previous 13F +20 shares

    0.11% of the 13F portfolio, value $443,041.

    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 3,584 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $397,090.

    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 3,578 shares
    Change vs previous 13F +142 shares

    0.13% of the 13F portfolio, value $410,717.

    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 3,436 shares
    Change vs previous 13F +461 shares

    0.11% of the 13F portfolio, value $347,464.

    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 2,975 shares
    Change vs previous 13F -914 shares

    0.08% of the 13F portfolio, value $236,446.

    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 3,889 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $296,117.

    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).