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Disclosery

Baron Wealth Management LLC: SAN position timeline

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

Baron Wealth Management LLC held 94,626 SAN 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 94,626 shares
    Change vs previous 13F +1,430 shares

    0.34% of the 13F portfolio, value $1,305,843.

    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 93,196 shares
    Change vs previous 13F +1,162 shares

    0.31% of the 13F portfolio, value $1,051,247.

    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 92,034 shares
    Change vs previous 13F -6,124 shares

    0.33% of the 13F portfolio, value $1,079,555.

    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 98,158 shares
    Change vs previous 13F +2,846 shares

    0.34% of the 13F portfolio, value $1,028,697.

    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 95,312 shares
    Change vs previous 13F +18,922 shares

    0.28% of the 13F portfolio, value $791,091.

    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 76,390 shares
    Change vs previous 13F +40,555 shares

    0.22% of the 13F portfolio, value $511,813.

    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 35,835 shares
    Change vs previous 13F +379 shares

    0.08% of the 13F portfolio, value $163,408.

    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 35,456 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $180,826.

    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).