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Barnes Wealth Management Group, Inc: BAI position timeline

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

Barnes Wealth Management Group, Inc held 54,289 BAI shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,289 shares
    Change vs previous 13F -8,547 shares

    1.32% of the 13F portfolio, value $2,862,116.

    13F-HR 0001172661-26-002787 filed by Barnes Wealth Management Group, Inc
    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 62,836 shares
    Change vs previous 13F +3,062 shares

    1.05% of the 13F portfolio, value $2,070,446.

    13F-HR 0001172661-26-002405 filed by Barnes Wealth Management Group, Inc
    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 59,774 shares
    Change vs previous 13F +1,930 shares

    1.07% of the 13F portfolio, value $1,990,474.

    13F-HR 0001172661-26-001324 filed by Barnes Wealth Management Group, Inc
    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 57,844 shares
    Change vs previous 13F +28,543 shares

    1.09% of the 13F portfolio, value $1,975,951.

    13F-HR 0001172661-25-004993 filed by Barnes Wealth Management Group, Inc
    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 29,301 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $845,334.

    13F-HR 0001172661-25-003849 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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