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Barnes Wealth Management Group, Inc: BUFR position timeline

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

Barnes Wealth Management Group, Inc held 41,139 BUFR 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 41,139 shares
    Change vs previous 13F +3,540 shares

    0.7% of the 13F portfolio, value $1,506,038.

    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 37,599 shares
    Change vs previous 13F +2,775 shares

    0.64% of the 13F portfolio, value $1,269,718.

    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 34,824 shares
    Change vs previous 13F +8,244 shares

    0.64% of the 13F portfolio, value $1,193,071.

    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 26,580 shares
    Change vs previous 13F +18,825 shares

    0.49% of the 13F portfolio, value $888,304.

    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 7,755 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $246,609.

    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).