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Disclosery

Baron Wealth Management LLC: SII position timeline

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

Baron Wealth Management LLC held 2,796 SII 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 2,796 shares
    Change vs previous 13F +761 shares

    0.08% of the 13F portfolio, value $314,094.

    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 2,035 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $290,870.

    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).