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Barnes Wealth Management Group, Inc: IVE position timeline

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

Barnes Wealth Management Group, Inc held 23,460 IVE 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 23,460 shares
    Change vs previous 13F -5,469 shares

    2.46% of the 13F portfolio, value $5,326,828.

    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 28,929 shares
    Change vs previous 13F +119 shares

    3.1% of the 13F portfolio, value $6,108,358.

    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 28,810 shares
    Change vs previous 13F +7,094 shares

    3.27% of the 13F portfolio, value $6,109,737.

    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 21,716 shares
    Change vs previous 13F +59 shares

    2.47% of the 13F portfolio, value $4,484,571.

    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 21,657 shares
    Change vs previous 13F +1,550 shares

    2.5% of the 13F portfolio, value $4,232,210.

    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 20,107 shares
    Change vs previous 13F +5,118 shares

    2.46% of the 13F portfolio, value $3,831,992.

    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 14,989 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $2,861,099.

    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).