Skip to content
Disclosery

Barnes Wealth Management Group, Inc: BILS position timeline

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

Barnes Wealth Management Group, Inc held 11,789 BILS 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 11,789 shares
    Change vs previous 13F +694 shares

    0.54% of the 13F portfolio, value $1,171,668.

    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 11,095 shares
    Change vs previous 13F -681 shares

    0.56% of the 13F portfolio, value $1,103,324.

    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 11,776 shares
    Change vs previous 13F -491 shares

    0.63% of the 13F portfolio, value $1,168,466.

    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 12,267 shares
    Change vs previous 13F -854 shares

    0.67% of the 13F portfolio, value $1,220,816.

    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 13,121 shares
    Change vs previous 13F +302 shares

    0.77% of the 13F portfolio, value $1,304,664.

    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 12,819 shares
    Change vs previous 13F -1,914 shares

    0.82% of the 13F portfolio, value $1,275,364.

    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 14,733 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,460,814.

    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).