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Disclosery

Baron Capital: XYZ position timeline

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

Baron Capital held 142,692 XYZ 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 142,692 shares
    Change vs previous 13F -23,036 shares

    0.02% of the 13F portfolio, value $10,844,592.

    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 165,728 shares
    Change vs previous 13F -194,617 shares

    0.03% of the 13F portfolio, value $9,973,511.

    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 360,345 shares
    Change vs previous 13F -115,879 shares

    0.06% of the 13F portfolio, value $23,454,856.

    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 476,224 shares
    Change vs previous 13F -6,162 shares

    0.09% of the 13F portfolio, value $34,416,708.

    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 482,386 shares
    Change vs previous 13F -16,117 shares

    0.09% of the 13F portfolio, value $32,768,481.

    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 498,503 shares
    Change vs previous 13F +56,932 shares

    0.08% of the 13F portfolio, value $27,083,668.

    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 441,571 shares
    Change vs previous 13F -16,180 shares

    0.1% of the 13F portfolio, value $37,529,119.

    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 457,751 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $30,728,825.

    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).