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Disclosery

Baron Wealth Management LLC: VIG position timeline

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

Baron Wealth Management LLC held 19,686 VIG 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 19,686 shares
    Change vs previous 13F +21 shares

    1.21% of the 13F portfolio, value $4,658,040.

    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 19,665 shares
    Change vs previous 13F +1,117 shares

    1.26% of the 13F portfolio, value $4,229,174.

    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 18,548 shares
    Change vs previous 13F +83 shares

    1.26% of the 13F portfolio, value $4,076,403.

    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 18,465 shares
    Change vs previous 13F +49 shares

    1.32% of the 13F portfolio, value $3,984,647.

    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 18,416 shares
    Change vs previous 13F -89 shares

    1.34% of the 13F portfolio, value $3,769,150.

    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 18,505 shares
    Change vs previous 13F +29 shares

    1.58% of the 13F portfolio, value $3,589,735.

    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 18,476 shares
    Change vs previous 13F +102 shares

    1.7% of the 13F portfolio, value $3,618,078.

    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 18,374 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $3,639,060.

    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).