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Barnes Wealth Management Group, Inc: SPYG position timeline

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

Barnes Wealth Management Group, Inc held 15,949 SPYG 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 15,949 shares
    Change vs previous 13F +335 shares

    0.88% of the 13F portfolio, value $1,897,787.

    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 15,614 shares
    Change vs previous 13F +45 shares

    0.78% of the 13F portfolio, value $1,528,776.

    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 15,569 shares
    Change vs previous 13F -348 shares

    0.89% of the 13F portfolio, value $1,661,219.

    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 15,917 shares
    Change vs previous 13F +70 shares

    0.92% of the 13F portfolio, value $1,663,488.

    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 15,847 shares
    Change vs previous 13F +1,177 shares

    0.89% of the 13F portfolio, value $1,510,537.

    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 14,670 shares
    Change vs previous 13F -358 shares

    0.76% of the 13F portfolio, value $1,179,028.

    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 15,028 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $1,320,962.

    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).