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Barnes Wealth Management Group, Inc: VYMI position timeline

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

Barnes Wealth Management Group, Inc held 10,926 VYMI 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 10,926 shares
    Change vs previous 13F -471 shares

    0.5% of the 13F portfolio, value $1,072,970.

    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 11,397 shares
    Change vs previous 13F -320 shares

    0.54% of the 13F portfolio, value $1,074,085.

    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 11,717 shares
    Change vs previous 13F -420 shares

    0.56% of the 13F portfolio, value $1,054,486.

    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 12,137 shares
    Change vs previous 13F -904 shares

    0.57% of the 13F portfolio, value $1,027,766.

    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 13,041 shares
    Change vs previous 13F -391 shares

    0.62% of the 13F portfolio, value $1,044,724.

    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 13,432 shares
    Change vs previous 13F +1,087 shares

    0.64% of the 13F portfolio, value $989,804.

    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 12,345 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $837,978.

    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).