Skip to main content

Baron Wealth Management LLC

Position in INNV — InnovAge Holding Corp.

CIK 1968507 TROY, MI

Position in INNV

as of Mar 31, 2026 · filed Apr 16, 2026
Position Value
$103,931
New position
Shares Held
12,959
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 2.314993440851918.ToString("F0")% Shared 0.ToString("F0")% None 97.68500655914808.ToString("F0")%

Position in Medical Care Facilities

Healthcare · as of Jun 30, 2026

Baron Wealth Management LLC holds $1,484,264 across 5 Medical Care Facilities names.

# Ticker Company Shares Value (USD) Open

All Filings in INNV

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $103,931 12,959