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Disclosery

Baron Capital: SMA position timeline

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

Baron Capital held 0 SMA shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -185,572 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 185,572 shares
    Change vs previous 13F -175,800 shares

    0.02% of the 13F portfolio, value $6,984,930.

    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).

  3. period ended2025-06-30
    13F 361,372 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $13,092,508.

    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).