BARLOW WEALTH PARTNERS, LLC: BF-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARLOW WEALTH PARTNERS, LLC on BF-B, newest first. How the timeline and the estimate are built.
BARLOW WEALTH PARTNERS, LLC held 40,023 BF-B shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 40,023 sharesChange vs previous 13F -42 shares
0.11% of the 13F portfolio, value $1,031,803.
13F-HR 0001951757-26-000999 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40,065 sharesChange vs previous 13F -110 shares
0.13% of the 13F portfolio, value $1,167,906.
13F-HR 0001951757-26-000665 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,175 sharesChange vs previous 13F -9,302 shares
0.11% of the 13F portfolio, value $1,042,953.
13F-HR 0001951757-26-000096 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 49,477 sharesChange vs previous 13F -374,483 shares
0.15% of the 13F portfolio, value $1,389,809.
13F-HR 0001951757-25-001236 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 423,960 sharesChange vs previous 13F +381,008 shares
1.46% of the 13F portfolio, value $12,171,895.
13F-HR 0001951757-25-000980 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 42,952 sharesChange vs previous 13F -284 shares
0.19% of the 13F portfolio, value $1,458,650.
13F-HR 0001951757-25-000466 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 43,236 sharesChange vs previous 13F -8,972 shares
0.18% of the 13F portfolio, value $1,456,621.
13F-HR 0001951757-25-000056 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 52,208 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $2,458,475.
13F-HR 0001951757-24-000987 filed by BARLOW WEALTH PARTNERS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).