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

Barnes Dennig Private Wealth Management LLC held 726 XLU 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 726 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $32,917.

    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 716 shares
    Change vs previous 13F -6 shares

    0.03% of the 13F portfolio, value $32,857.

    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 722 shares
    Change vs previous 13F +432 shares

    0.03% of the 13F portfolio, value $30,822.

    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 290 shares
    Change vs previous 13F -5 shares

    0.03% of the 13F portfolio, value $25,291.

    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 295 shares
    Change vs previous 13F +162 shares

    0.03% of the 13F portfolio, value $24,090.

    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 133 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $10,487.

    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).