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Barnes Wealth Management Group, Inc: MUNI position timeline

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

Barnes Wealth Management Group, Inc held 22,434 MUNI 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 22,434 shares
    Change vs previous 13F +2,295 shares

    0.55% of the 13F portfolio, value $1,180,075.

    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 20,139 shares
    Change vs previous 13F +3,546 shares

    0.53% of the 13F portfolio, value $1,051,097.

    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 16,593 shares
    Change vs previous 13F +214 shares

    0.47% of the 13F portfolio, value $869,630.

    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 16,379 shares
    Change vs previous 13F +517 shares

    0.47% of the 13F portfolio, value $856,287.

    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 15,862 shares
    Change vs previous 13F +836 shares

    0.48% of the 13F portfolio, value $814,653.

    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 15,026 shares
    Change vs previous 13F +1,018 shares

    0.5% of the 13F portfolio, value $774,591.

    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 14,008 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $724,634.

    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).