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Barnes Wealth Management Group, Inc: BIL position timeline

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

Barnes Wealth Management Group, Inc held 6,913 BIL 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 6,913 shares
    Change vs previous 13F -4,950 shares

    0.29% of the 13F portfolio, value $633,507.

    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 11,863 shares
    Change vs previous 13F -36 shares

    0.55% of the 13F portfolio, value $1,087,166.

    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 11,899 shares
    Change vs previous 13F +390 shares

    0.58% of the 13F portfolio, value $1,087,375.

    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 11,509 shares
    Change vs previous 13F -488 shares

    0.58% of the 13F portfolio, value $1,055,942.

    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 11,997 shares
    Change vs previous 13F -1,845 shares

    0.65% of the 13F portfolio, value $1,100,524.

    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).

  6. period ended2025-03-31
    13F 13,842 shares
    Change vs previous 13F +180 shares

    0.81% of the 13F portfolio, value $1,269,756.

    13F-HR 0001172661-25-001833 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).

  7. period ended2024-12-31
    13F 13,662 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,249,090.

    13F-HR 0001172661-25-001641 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).