Current Market Value 624,460,855
Current Holdings 144
Most Recent File Date 2025-07-17
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Baron Silver Stevens Financial Advisors, 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)
2025-07-17 2025-06-30 13F-HR 144 624,461
2025-05-07 2025-03-31 13F-HR 124 571,582
2025-01-17 2024-12-31 13F-HR 127 589,248
2024-10-28 2024-09-30 13F-HR 120 572,765
2024-07-18 2024-06-30 13F-HR 112 527,466
2024-05-02 2024-03-31 13F-HR 127 517,410
2024-02-07 2023-12-31 13F-HR 105 476,737
2023-10-31 2023-09-30 13F-HR 106 441,911
2023-07-24 2023-06-30 13F-HR 109 455,835
2023-04-18 2023-03-31 13F-HR 102 384,127
2023-01-30 2022-12-31 13F-HR 97 406,537
2022-11-02 2022-09-30 13F-HR 103 367,277
2022-07-26 2022-06-30 13F-HR 104 386,654
2022-05-03 2022-03-31 13F-HR 95 426,570
2022-01-31 2021-12-31 13F-HR 78 422,814
2021-11-12 2021-09-30 13F-HR 74 375,141
2021-07-27 2021-06-30 13F-HR 87 368,653
2021-04-27 2021-03-31 13F-HR 48 183,869
2021-03-19 2020-12-31 13F-HR 540 292,130