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Barnes Wealth Management Group, Inc: IUSB position timeline

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

Barnes Wealth Management Group, Inc held 194,573 IUSB 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 194,573 shares
    Change vs previous 13F +6,041 shares

    4.15% of the 13F portfolio, value $8,979,544.

    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 188,532 shares
    Change vs previous 13F +10,553 shares

    4.42% of the 13F portfolio, value $8,708,339.

    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 177,979 shares
    Change vs previous 13F +1,031 shares

    4.43% of the 13F portfolio, value $8,283,143.

    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 176,948 shares
    Change vs previous 13F -4,646 shares

    4.55% of the 13F portfolio, value $8,265,241.

    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 181,594 shares
    Change vs previous 13F -3,507 shares

    4.96% of the 13F portfolio, value $8,395,091.

    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 185,101 shares
    Change vs previous 13F +5,768 shares

    5.47% of the 13F portfolio, value $8,529,454.

    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 179,333 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $8,105,852.

    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).