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Baron Capital: AEIS position timeline

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

Baron Capital held 139,367 AEIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,367 shares
    Change vs previous 13F -129,358 shares

    0.08% of the 13F portfolio, value $51,965,773.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 268,725 shares
    Change vs previous 13F -30,416 shares

    0.26% of the 13F portfolio, value $86,720,245.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 299,141 shares
    Change vs previous 13F -92,844 shares

    0.17% of the 13F portfolio, value $62,631,151.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 391,985 shares
    Change vs previous 13F +18,740 shares

    0.18% of the 13F portfolio, value $66,692,328.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 373,245 shares
    Change vs previous 13F +6,958 shares

    0.13% of the 13F portfolio, value $49,454,962.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 366,287 shares
    Change vs previous 13F +2,573 shares

    0.1% of the 13F portfolio, value $34,910,814.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 363,714 shares
    Change vs previous 13F -149,357 shares

    0.11% of the 13F portfolio, value $42,056,250.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    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 513,071 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $53,995,592.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).