Position in LII
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$409,086
+$116,220 QoQ
Shares Held
714
+13.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#412
of 650 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Baron Wealth Management LLC holds $1,315,897 across 3 Building Products & Equipment names. LII ranks #2 (31.1% of the industry book) .
All Filings in LII
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,086 | 714 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $292,866 | 631 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $311,256 | 641 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $375,316 | 709 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $403,560 | 704 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $372,391 | 664 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $394,217 | 647 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $389,162 | 644 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $341,317 | 638 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $308,407 | 631 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $283,727 | 634 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $244,134 | 652 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $226,618 | 695 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||