Skip to content
Disclosery

Baron Wealth Management LLC: NWG position timeline

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

Baron Wealth Management LLC held 55,179 NWG 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 55,179 shares
    Change vs previous 13F +7,121 shares

    0.25% of the 13F portfolio, value $972,800.

    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 48,058 shares
    Change vs previous 13F -489 shares

    0.21% of the 13F portfolio, value $716,057.

    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 48,547 shares
    Change vs previous 13F +4,213 shares

    0.26% of the 13F portfolio, value $849,564.

    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 44,334 shares
    Change vs previous 13F +1,062 shares

    0.21% of the 13F portfolio, value $627,319.

    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 43,272 shares
    Change vs previous 13F +7,303 shares

    0.22% of the 13F portfolio, value $612,300.

    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 35,969 shares
    Change vs previous 13F +16,422 shares

    0.19% of the 13F portfolio, value $428,751.

    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 19,547 shares
    Change vs previous 13F +182 shares

    0.09% of the 13F portfolio, value $198,793.

    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 19,365 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $181,257.

    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).