Barnes Wealth Management Group, Inc: TAXF position timeline

Barnes Wealth Management Group, Inc held 4,573 TAXF 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 4,573 shares

   Change vs previous 13F +43 shares

   0.11% of the 13F portfolio, value $232,502.

   13F-HR 0001172661-26-002787 filed by Barnes Wealth Management Group, Inc
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,530 shares

   Change vs previous 13F +147 shares

   0.12% of the 13F portfolio, value $226,740.

   13F-HR 0001172661-26-002405 filed by Barnes Wealth Management Group, Inc
   Filed 2026-05-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,383 shares

   Change vs previous 13F +233 shares

   0.12% of the 13F portfolio, value $220,826.

   13F-HR 0001172661-26-001324 filed by Barnes Wealth Management Group, Inc
   Filed 2026-02-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 4,150 shares

   Change vs previous 13F +23 shares

   0.11% of the 13F portfolio, value $208,441.

   13F-HR 0001172661-25-004993 filed by Barnes Wealth Management Group, Inc
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,127 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $201,931.

   13F-HR 0001172661-25-003849 filed by Barnes Wealth Management Group, Inc
   Filed 2025-08-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).