Position in III
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$59,800
-$52,129 QoQ
Shares Held
14,550
-24.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3
of 5 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in III Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Baron Wealth Management LLC holds $1,231,677 across 5 Information Technology Services names. III ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
1,603 | $450,779 | |
| 2 | ACN |
Accenture plc
|
2,099 | $261,199 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
1,777 | $243,360 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
5,591 | $216,539 | |
| 5 | III |
Information Services Group Inc.
This page
|
14,550 | $59,800 |
All Filings in III
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,800 | 14,550 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $111,929 | 19,365 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $69,701 | 12,122 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $56,856 | 11,845 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||