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Disclosery

Baron Wealth Management LLC: ROL position timeline

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

Baron Wealth Management LLC held 8,185 ROL 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 8,185 shares
    Change vs previous 13F -12 shares

    0.09% of the 13F portfolio, value $341,642.

    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 8,197 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $437,802.

    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 8,197 shares
    Change vs previous 13F -1,122 shares

    0.15% of the 13F portfolio, value $491,984.

    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 9,319 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $547,398.

    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 9,319 shares
    Change vs previous 13F -380 shares

    0.19% of the 13F portfolio, value $525,778.

    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 9,699 shares
    Change vs previous 13F -174 shares

    0.23% of the 13F portfolio, value $524,037.

    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 9,873 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $457,614.

    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 9,873 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $499,376.

    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).