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Livermore
Livermore
ZHEN

Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

FDS holding history

Factset Research Systems Inc in every 13F filed by Baron Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FDS overviewAll 13F holders of FDSFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q4 2022
Holdings of FDS by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−643−100.0%Sold outHolders
Q2 2025643$287.6K0.1%+123+23.7%AddedHolders
Q1 2025520$236.4K0.1%−16−3.0%ReducedHolders
Q4 2024536$257.4K0.1%+15+2.9%AddedHolders
Q3 2024521$239.6K0.1%+10+2.0%AddedHolders
Q2 2024511$208.6K0.1%00.0%UnchangedHolders
Q1 2024511$232.2K0.1%00.0%UnchangedHolders
Q4 2023511$243.8K0.1%+2+0.4%AddedHolders
Q3 2023509$222.6K0.1%00.0%UnchangedHolders
Q2 2023509$203.9K0.1%00.0%UnchangedHolders
Q1 2023509$211.3K0.1%00.0%UnchangedHolders
Q4 2022509$204.2K0.2%–No prior filingHolders