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Barnes Wealth Management Group, Inc: SPDW position timeline

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

Barnes Wealth Management Group, Inc held 40,578 SPDW 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 40,578 shares
    Change vs previous 13F -732 shares

    0.95% of the 13F portfolio, value $2,044,746.

    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 41,310 shares
    Change vs previous 13F +4,290 shares

    0.96% of the 13F portfolio, value $1,885,823.

    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 37,020 shares
    Change vs previous 13F -1,790 shares

    0.88% of the 13F portfolio, value $1,644,079.

    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 38,810 shares
    Change vs previous 13F +2,539 shares

    0.91% of the 13F portfolio, value $1,660,658.

    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 36,271 shares
    Change vs previous 13F -917 shares

    0.87% of the 13F portfolio, value $1,468,592.

    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 37,188 shares
    Change vs previous 13F -1,860 shares

    0.87% of the 13F portfolio, value $1,354,015.

    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 39,048 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,332,707.

    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).