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Barnes Wealth Management Group, Inc: SPYM position timeline

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

Barnes Wealth Management Group, Inc held 28,303 SPYM 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 28,303 shares
    Change vs previous 13F +1,662 shares

    1.15% of the 13F portfolio, value $2,487,282.

    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 26,641 shares
    Change vs previous 13F +1,377 shares

    1.03% of the 13F portfolio, value $2,039,180.

    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 25,264 shares
    Change vs previous 13F -1,265 shares

    1.08% of the 13F portfolio, value $2,026,710.

    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 26,529 shares
    Change vs previous 13F +682 shares

    1.14% of the 13F portfolio, value $2,078,340.

    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 25,847 shares
    Change vs previous 13F +3,017 shares

    1.11% of the 13F portfolio, value $1,878,841.

    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 22,830 shares
    Change vs previous 13F +2,739 shares

    0.96% of the 13F portfolio, value $1,501,300.

    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 20,091 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,385,073.

    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).