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Barnes Wealth Management Group, Inc: IVW position timeline

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

Barnes Wealth Management Group, Inc held 53,517 IVW 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 53,517 shares
    Change vs previous 13F -501 shares

    3.4% of the 13F portfolio, value $7,360,193.

    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 54,018 shares
    Change vs previous 13F +1,197 shares

    3.1% of the 13F portfolio, value $6,109,976.

    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 52,821 shares
    Change vs previous 13F -1,426 shares

    3.48% of the 13F portfolio, value $6,510,718.

    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 54,247 shares
    Change vs previous 13F -4,620 shares

    3.61% of the 13F portfolio, value $6,548,699.

    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 58,867 shares
    Change vs previous 13F +722 shares

    3.83% of the 13F portfolio, value $6,481,258.

    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 58,145 shares
    Change vs previous 13F +2,639 shares

    3.46% of the 13F portfolio, value $5,397,600.

    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 55,506 shares
    Change vs previous 13F not available

    3.78% of the 13F portfolio, value $5,635,523.

    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).