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Barnes Wealth Management Group, Inc: HEGD position timeline

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

Barnes Wealth Management Group, Inc held 58,135 HEGD 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 58,135 shares
    Change vs previous 13F +4,687 shares

    0.72% of the 13F portfolio, value $1,549,901.

    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 53,448 shares
    Change vs previous 13F +7,256 shares

    0.67% of the 13F portfolio, value $1,320,186.

    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 46,192 shares
    Change vs previous 13F +8,536 shares

    0.62% of the 13F portfolio, value $1,164,522.

    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 37,656 shares
    Change vs previous 13F -214 shares

    0.52% of the 13F portfolio, value $938,379.

    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 37,870 shares
    Change vs previous 13F +8,941 shares

    0.53% of the 13F portfolio, value $889,937.

    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 28,929 shares
    Change vs previous 13F +4,810 shares

    0.41% of the 13F portfolio, value $633,559.

    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 24,119 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $540,257.

    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).