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Barnes Wealth Management Group, Inc: SPY position timeline

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

Barnes Wealth Management Group, Inc held 4,511 SPY 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 4,511 shares
    Change vs previous 13F -13 shares

    1.56% of the 13F portfolio, value $3,368,898.

    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 4,524 shares
    Change vs previous 13F -134 shares

    1.49% of the 13F portfolio, value $2,943,695.

    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 4,658 shares
    Change vs previous 13F -17 shares

    1.7% of the 13F portfolio, value $3,176,681.

    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 4,675 shares
    Change vs previous 13F +248 shares

    1.72% of the 13F portfolio, value $3,114,718.

    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 4,427 shares
    Change vs previous 13F +62 shares

    1.62% of the 13F portfolio, value $2,735,073.

    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 4,365 shares
    Change vs previous 13F +134 shares

    1.57% of the 13F portfolio, value $2,442,128.

    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 4,231 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $2,479,879.

    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).