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

Barnes Dennig Private Wealth Management LLC held 49,853 WBD 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 49,853 shares
    Change vs previous 13F -201 shares

    1.06% of the 13F portfolio, value $1,329,081.

    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 50,054 shares
    Change vs previous 13F -1,588 shares

    1.36% of the 13F portfolio, value $1,374,483.

    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 51,642 shares
    Change vs previous 13F -6,092 shares

    1.49% of the 13F portfolio, value $1,488,322.

    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 57,734 shares
    Change vs previous 13F -2,043 shares

    1.21% of the 13F portfolio, value $1,127,545.

    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 59,777 shares
    Change vs previous 13F -7,246 shares

    0.82% of the 13F portfolio, value $685,044.

    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 67,023 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $719,157.

    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).