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Barnes Dennig Private Wealth Management LLC: SPYM 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 SPYM, newest first. How the timeline and the estimate are built.

Barnes Dennig Private Wealth Management LLC held 10,323 SPYM 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 10,323 shares
    Change vs previous 13F +3,245 shares

    0.73% of the 13F portfolio, value $907,185.

    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 7,078 shares
    Change vs previous 13F +4,627 shares

    0.54% of the 13F portfolio, value $541,750.

    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 2,451 shares
    Change vs previous 13F +1,143 shares

    0.2% of the 13F portfolio, value $196,619.

    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 1,308 shares
    Change vs previous 13F +196 shares

    0.11% of the 13F portfolio, value $102,469.

    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 1,112 shares
    Change vs previous 13F +753 shares

    0.1% of the 13F portfolio, value $80,831.

    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 359 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $23,608.

    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).