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Barnes Wealth Management Group, Inc: ULST position timeline

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

Barnes Wealth Management Group, Inc held 47,687 ULST 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 47,687 shares
    Change vs previous 13F -2,149 shares

    0.89% of the 13F portfolio, value $1,927,747.

    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 49,836 shares
    Change vs previous 13F -595 shares

    1.02% of the 13F portfolio, value $2,018,389.

    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 50,431 shares
    Change vs previous 13F +1,553 shares

    1.09% of the 13F portfolio, value $2,042,718.

    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 48,878 shares
    Change vs previous 13F -344 shares

    1.1% of the 13F portfolio, value $1,988,846.

    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 49,222 shares
    Change vs previous 13F +11,148 shares

    1.18% of the 13F portfolio, value $2,001,350.

    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 38,074 shares
    Change vs previous 13F +3,905 shares

    0.99% of the 13F portfolio, value $1,547,733.

    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 34,169 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,380,786.

    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).