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Brendel Financial Advisors LLC: BAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Brendel Financial Advisors LLC on BAR, newest first. How the timeline and the estimate are built.

Brendel Financial Advisors LLC held 146,753 BAR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,753 shares
    Change vs previous 13F 0 shares

    2.69% of the 13F portfolio, value $5,801,147.

    13F-HR 0001768065-26-000003 filed by Brendel Financial Advisors LLC
    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 146,753 shares
    Change vs previous 13F -1,377 shares

    3.35% of the 13F portfolio, value $6,769,716.

    13F-HR 0001768065-26-000002 filed by Brendel Financial Advisors LLC
    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 148,130 shares
    Change vs previous 13F -933 shares

    3.1% of the 13F portfolio, value $6,294,044.

    13F-HR 0001768065-26-000001 filed by Brendel Financial Advisors LLC
    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 149,063 shares
    Change vs previous 13F -2,217 shares

    2.91% of the 13F portfolio, value $5,673,338.

    13F-HR 0001768065-25-000006 filed by Brendel Financial Advisors LLC
    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 151,280 shares
    Change vs previous 13F +1,555 shares

    2.77% of the 13F portfolio, value $4,938,000.

    13F-HR 0001768065-25-000004 filed by Brendel Financial Advisors LLC
    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 149,725 shares
    Change vs previous 13F +1,724 shares

    2.81% of the 13F portfolio, value $4,618,000.

    13F-HR 0001768065-25-000003 filed by Brendel Financial Advisors LLC
    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 148,001 shares
    Change vs previous 13F -2,062 shares

    2.32% of the 13F portfolio, value $3,832,000.

    13F-HR 0001768065-25-000001 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 150,063 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $3,897,000.

    13F-HR 0001768065-24-000005 filed by Brendel Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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