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Barnes Dennig Private Wealth Management LLC: BWA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barnes Dennig Private Wealth Management LLC on BWA, newest first. How the timeline and the estimate are built.

Barnes Dennig Private Wealth Management LLC held 82,872 BWA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,872 shares
    Change vs previous 13F -3,152 shares

    4.4% of the 13F portfolio, value $5,502,671.

    13F-HR 0002058270-26-000003 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 86,024 shares
    Change vs previous 13F -3,875 shares

    4.62% of the 13F portfolio, value $4,667,638.

    13F-HR 0002058270-26-000002 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 89,899 shares
    Change vs previous 13F -4,677 shares

    4.07% of the 13F portfolio, value $4,050,866.

    13F-HR 0002058270-26-000001 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 94,576 shares
    Change vs previous 13F -7,759 shares

    4.47% of the 13F portfolio, value $4,157,575.

    13F-HR 0002058270-25-000005 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 102,335 shares
    Change vs previous 13F +4,456 shares

    4.1% of the 13F portfolio, value $3,426,176.

    13F-HR 0002058270-25-000003 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 97,879 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $2,804,233.

    13F-HR 0002058270-25-000002 filed by Barnes Dennig Private Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).