Current Market Value 170,423,727
Current Holdings 49
Most Recent File Date 2025-07-09
Total Filings on Record 22
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Baron Financial Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-09 2025-06-30 13F-HR 49 170,424
2025-04-14 2025-03-31 13F-HR 47 158,973
2025-01-21 2024-12-31 13F-HR 50 161,268
2024-10-18 2024-09-30 13F-HR 47 163,535
2024-07-22 2024-06-30 13F-HR 47 157,264
2024-04-30 2024-03-31 13F-HR 50 162,057
2024-01-22 2023-12-31 13F-HR 51 156,814
2023-10-19 2023-09-30 13F-HR 49 153,937
2023-08-03 2023-06-30 13F-HR 52 161,939
2023-04-06 2023-03-31 13F-HR 55 157,957
2023-01-20 2022-12-31 13F-HR 52 150,850
2022-11-03 2022-09-30 13F-HR 49 148
2022-08-11 2022-06-30 13F-HR 210 151,252
2022-05-13 2022-03-31 13F-HR 219 172,335
2022-02-09 2021-12-31 13F-HR 221 176,491
2021-11-12 2021-09-30 13F-HR 224 164,715
2021-08-06 2021-06-30 13F-HR 238 160,735
2021-09-01 2021-03-31 13F-HR/A 1 R 241 145,190
2021-05-13 2021-03-31 13F-HR 241 145,190
2021-09-01 2020-12-31 13F-HR/A 1 R 256 125,197
2021-02-09 2020-12-31 13F-HR 256 125,197
2020-11-13 2020-09-30 13F-HR 294 106,417