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Disclosery

Baron Wealth Management LLC: RBA position timeline

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

Baron Wealth Management LLC held 3,545 RBA 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 3,545 shares
    Change vs previous 13F -8 shares

    0.11% of the 13F portfolio, value $412,815.

    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 3,553 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $340,555.

    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 3,553 shares
    Change vs previous 13F -8 shares

    0.11% of the 13F portfolio, value $365,497.

    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 3,561 shares
    Change vs previous 13F -1,360 shares

    0.13% of the 13F portfolio, value $385,870.

    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 4,921 shares
    Change vs previous 13F -315 shares

    0.19% of the 13F portfolio, value $522,561.

    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 5,236 shares
    Change vs previous 13F -116 shares

    0.23% of the 13F portfolio, value $525,171.

    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 5,352 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $482,804.

    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 5,352 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $430,782.

    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).