Baron Wealth Management LLC
- SEC CIK
- 0001968507
- Latest filing
- Jul 7, 2026
WK holding history
Workiva 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.
WK overviewAll 13F holders of WKFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −2,737−100.0% | Sold out | Holders |
| Q4 2024 | 2,737 | $299.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 2,737 | $216.6K | 0.1% | −390−12.5% | Reduced | Holders |
| Q2 2024 | 3,127 | $228.2K | 0.1% | −17−0.5% | Reduced | Holders |
| Q1 2024 | 3,144 | $266.6K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 3,144 | $319.2K | 0.2% | −2−0.1% | Reduced | Holders |
| Q3 2023 | 3,146 | $318.8K | 0.2% | +49+1.6% | Added | Holders |
| Q2 2023 | 3,097 | $314.8K | 0.2% | +25+0.8% | Added | Holders |
| Q1 2023 | 3,072 | $314.6K | 0.2% | 00.0% | Unchanged | Holders |
| Q4 2022 | 3,072 | $258.0K | 0.2% | – | No prior filing | Holders |