Skip to content
Disclosery

Barnes Wealth Management Group, Inc: EFV position timeline

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

Barnes Wealth Management Group, Inc held 5,100 EFV 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 5,100 shares
    Change vs previous 13F -25,752 shares

    0.18% of the 13F portfolio, value $390,405.

    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 30,852 shares
    Change vs previous 13F -26,586 shares

    1.16% of the 13F portfolio, value $2,293,933.

    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 57,438 shares
    Change vs previous 13F -12,715 shares

    2.2% of the 13F portfolio, value $4,101,587.

    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 70,153 shares
    Change vs previous 13F -1,480 shares

    2.62% of the 13F portfolio, value $4,758,421.

    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 71,633 shares
    Change vs previous 13F +24,620 shares

    2.69% of the 13F portfolio, value $4,547,210.

    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 47,013 shares
    Change vs previous 13F -15,234 shares

    1.78% of the 13F portfolio, value $2,770,897.

    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 62,247 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $3,266,057.

    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).