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Barnes Wealth Management Group, Inc: QUAL position timeline

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

Barnes Wealth Management Group, Inc held 8,358 QUAL 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 8,358 shares
    Change vs previous 13F -11,545 shares

    0.85% of the 13F portfolio, value $1,834,106.

    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 19,903 shares
    Change vs previous 13F -2,205 shares

    1.94% of the 13F portfolio, value $3,817,690.

    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 22,108 shares
    Change vs previous 13F -10,922 shares

    2.35% of the 13F portfolio, value $4,390,992.

    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 33,030 shares
    Change vs previous 13F -2,466 shares

    3.54% of the 13F portfolio, value $6,424,239.

    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 35,496 shares
    Change vs previous 13F +2,293 shares

    3.83% of the 13F portfolio, value $6,489,288.

    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 33,203 shares
    Change vs previous 13F -292 shares

    3.64% of the 13F portfolio, value $5,673,974.

    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 33,495 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $5,964,700.

    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).