Skip to content
Disclosery

Baron Wealth Management LLC: SPY position timeline

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

Baron Wealth Management LLC held 8,466 SPY 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 8,466 shares
    Change vs previous 13F -15 shares

    1.64% of the 13F portfolio, value $6,321,978.

    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 8,481 shares
    Change vs previous 13F -55 shares

    1.65% of the 13F portfolio, value $5,515,415.

    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 8,536 shares
    Change vs previous 13F +11 shares

    1.79% of the 13F portfolio, value $5,820,983.

    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 8,525 shares
    Change vs previous 13F -131 shares

    1.88% of the 13F portfolio, value $5,679,086.

    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 8,656 shares
    Change vs previous 13F -7 shares

    1.89% of the 13F portfolio, value $5,348,052.

    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 8,663 shares
    Change vs previous 13F 0 shares

    2.13% of the 13F portfolio, value $4,846,157.

    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 8,663 shares
    Change vs previous 13F +6 shares

    2.39% of the 13F portfolio, value $5,077,463.

    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 8,657 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $4,966,917.

    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).