Baron Wealth Management LLC: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baron Wealth Management LLC on V, newest first. How the timeline and the estimate are built.
Baron Wealth Management LLC held 4,416 V shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 4,416 sharesChange vs previous 13F +418 shares
0.39% of the 13F portfolio, value $1,515,061.
13F-HR 0001968507-26-000006 filed by Baron Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,998 sharesChange vs previous 13F -127 shares
0.36% of the 13F portfolio, value $1,208,275.
13F-HR 0001968507-26-000004 filed by Baron Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,125 sharesChange vs previous 13F -15 shares
0.45% of the 13F portfolio, value $1,446,552.
13F-HR 0001968507-26-000003 filed by Baron Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,140 sharesChange vs previous 13F -313 shares
0.47% of the 13F portfolio, value $1,413,186.
13F-HR 0001968507-25-000007 filed by Baron Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,453 sharesChange vs previous 13F +441 shares
0.56% of the 13F portfolio, value $1,580,882.
13F-HR 0001968507-25-000006 filed by Baron Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,012 sharesChange vs previous 13F +455 shares
0.62% of the 13F portfolio, value $1,406,198.
13F-HR 0001968507-25-000004 filed by Baron Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,557 sharesChange vs previous 13F -58 shares
0.53% of the 13F portfolio, value $1,124,259.
13F-HR 0001968507-25-000001 filed by Baron Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,615 sharesChange vs previous 13F not available
0.48% of the 13F portfolio, value $994,012.
13F-HR 0001968507-24-000005 filed by Baron Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).