Baron Wealth Management LLC: PM position timeline

Baron Wealth Management LLC held 1,663 PM 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 1,663 shares

   Change vs previous 13F +353 shares

   0.08% of the 13F portfolio, value $300,808.

   13F-HR 0001968507-26-000006 filed by Baron Wealth Management LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,310 shares

   Change vs previous 13F +1,310 shares

   0.06% of the 13F portfolio, value $216,644.

   13F-HR 0001968507-26-000004 filed by Baron Wealth Management LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -2,096 shares

   13F-HR 0001968507-26-000003 filed by Baron Wealth Management LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 2,096 shares

   Change vs previous 13F +332 shares

   0.11% of the 13F portfolio, value $339,922.

   13F-HR 0001968507-25-000007 filed by Baron Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,764 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $321,320.

   13F-HR 0001968507-25-000006 filed by Baron Wealth Management LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).