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Disclosery

Baron Wealth Management LLC: MO position timeline

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

Baron Wealth Management LLC held 12,924 MO 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 12,924 shares
    Change vs previous 13F +1,519 shares

    0.24% of the 13F portfolio, value $929,914.

    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 11,405 shares
    Change vs previous 13F +1,139 shares

    0.23% of the 13F portfolio, value $752,622.

    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 10,266 shares
    Change vs previous 13F -1 shares

    0.18% of the 13F portfolio, value $591,931.

    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 10,267 shares
    Change vs previous 13F +627 shares

    0.22% of the 13F portfolio, value $678,241.

    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 9,640 shares
    Change vs previous 13F +2,056 shares

    0.2% of the 13F portfolio, value $565,196.

    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 7,584 shares
    Change vs previous 13F +3,690 shares

    0.2% of the 13F portfolio, value $455,170.

    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 3,894 shares
    Change vs previous 13F -96 shares

    0.1% of the 13F portfolio, value $203,627.

    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 3,990 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $203,636.

    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).