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Disclosery

Baron Wealth Management LLC: QUAL position timeline

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

Baron Wealth Management LLC held 281,840 QUAL 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 281,840 shares
    Change vs previous 13F +1,098 shares

    16.04% of the 13F portfolio, value $61,844,257.

    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 280,742 shares
    Change vs previous 13F -3,847 shares

    16.1% of the 13F portfolio, value $53,849,087.

    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 284,589 shares
    Change vs previous 13F +550 shares

    17.42% of the 13F portfolio, value $56,525,126.

    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 284,039 shares
    Change vs previous 13F -4,346 shares

    18.28% of the 13F portfolio, value $55,245,673.

    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 288,385 shares
    Change vs previous 13F -5,759 shares

    18.68% of the 13F portfolio, value $52,722,631.

    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 294,144 shares
    Change vs previous 13F -9,393 shares

    22.09% of the 13F portfolio, value $50,266,253.

    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 303,537 shares
    Change vs previous 13F -439 shares

    25.44% of the 13F portfolio, value $54,053,838.

    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 303,976 shares
    Change vs previous 13F not available

    26.23% of the 13F portfolio, value $54,502,861.

    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).