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Barnes Wealth Management Group, Inc: CMDT position timeline

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

Barnes Wealth Management Group, Inc held 18,767 CMDT 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 18,767 shares
    Change vs previous 13F -120 shares

    0.27% of the 13F portfolio, value $575,584.

    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 18,887 shares
    Change vs previous 13F +789 shares

    0.31% of the 13F portfolio, value $609,483.

    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 18,098 shares
    Change vs previous 13F +9,387 shares

    0.27% of the 13F portfolio, value $499,324.

    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 8,711 shares
    Change vs previous 13F +549 shares

    0.13% of the 13F portfolio, value $238,682.

    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 8,162 shares
    Change vs previous 13F +252 shares

    0.12% of the 13F portfolio, value $210,824.

    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 7,910 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $211,751.

    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).