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Barnes Wealth Management Group, Inc: DIVI position timeline

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

Barnes Wealth Management Group, Inc held 10,139 DIVI 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 10,139 shares
    Change vs previous 13F -24 shares

    0.2% of the 13F portfolio, value $433,138.

    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 10,163 shares
    Change vs previous 13F +1,396 shares

    0.21% of the 13F portfolio, value $404,589.

    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 8,767 shares
    Change vs previous 13F +820 shares

    0.18% of the 13F portfolio, value $340,949.

    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 7,947 shares
    Change vs previous 13F +188 shares

    0.16% of the 13F portfolio, value $296,502.

    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 7,759 shares
    Change vs previous 13F -176 shares

    0.16% of the 13F portfolio, value $276,530.

    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 7,935 shares
    Change vs previous 13F +837 shares

    0.17% of the 13F portfolio, value $258,602.

    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 7,098 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $213,012.

    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).