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Barnes Wealth Management Group, Inc: VLUE position timeline

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

Barnes Wealth Management Group, Inc held 2,427 VLUE 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 2,427 shares
    Change vs previous 13F -23 shares

    0.22% of the 13F portfolio, value $484,939.

    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 2,450 shares
    Change vs previous 13F +288 shares

    0.18% of the 13F portfolio, value $348,366.

    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 2,162 shares
    Change vs previous 13F +50 shares

    0.16% of the 13F portfolio, value $295,610.

    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 2,112 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $264,106.

    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).