Baron Wealth Management LLC quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Baron Wealth Management LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1968507): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Hobbs Group Advisors, LLC | United States | $0.334B | 160 |
| PARUS FINANCE (UK) Ltd | United Kingdom | $0.334B | 37 |
| Montanaro Asset Management Ltd | United Kingdom | $0.334B | 42 |
| PRIVATE CLIENT SERVICES, LLC | United States | $0.334B | 208 |
| Pine Harbor Wealth Management, LLC | United States | $0.334B | 102 |
| CLARIS ADVISORS, LLC / MO / | United States | $0.334B | 70 |
| Martin Investment Management, LLC | United States | $0.334B | 46 |
| Red Wave Investments LLC | United States | $0.335B | 113 |
| Sandy Cove Advisors, LLC | United States | $0.334B | 144 |
| VSM Wealth Advisory, LLC | United States | $0.335B | 505 |