Baron Wealth Management LLC

SEC CIK: 0001968507
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

MFIN holding history

Medallion Financial Corp 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.

MFIN overview All 13F holders of MFIN Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of MFIN by Baron Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−11,185−100.0%	Sold out	Holders
Q4 2025	11,185	$115.1K	<0.1%	+199+1.8%	Added	Holders
Q3 2025	10,986	$111.0K	<0.1%	+158+1.5%	Added	Holders
Q2 2025	10,828	$103.2K	<0.1%	+10,828	New	Holders