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Baron Wealth Management LLC: TS position timeline

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

Baron Wealth Management LLC held 6,633 TS 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 6,633 shares
    Change vs previous 13F -99 shares

    0.1% of the 13F portfolio, value $368,050.

    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 6,732 shares
    Change vs previous 13F +169 shares

    0.12% of the 13F portfolio, value $391,685.

    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 6,563 shares
    Change vs previous 13F +534 shares

    0.08% of the 13F portfolio, value $252,359.

    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 6,029 shares
    Change vs previous 13F +177 shares

    0.07% of the 13F portfolio, value $215,647.

    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 5,852 shares
    Change vs previous 13F +384 shares

    0.08% of the 13F portfolio, value $218,854.

    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 5,468 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $213,869.

    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).