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Disclosery

Baron Capital: IBKR position timeline

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

Baron Capital held 4,807,214 IBKR 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 4,807,214 shares
    Change vs previous 13F +759,838 shares

    0.63% of the 13F portfolio, value $418,419,907.

    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 4,047,376 shares
    Change vs previous 13F -596,000 shares

    0.82% of the 13F portfolio, value $271,457,508.

    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 4,643,376 shares
    Change vs previous 13F +33,608 shares

    0.81% of the 13F portfolio, value $298,615,511.

    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 4,609,768 shares
    Change vs previous 13F +411,344 shares

    0.84% of the 13F portfolio, value $317,198,136.

    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 4,198,424 shares
    Change vs previous 13F +3,284,457 shares

    0.63% of the 13F portfolio, value $232,634,674.

    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 913,967 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $151,343,796.

    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 913,967 shares
    Change vs previous 13F +1,359 shares

    0.42% of the 13F portfolio, value $161,470,550.

    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 912,608 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $127,181,051.

    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).