Barnes Dennig Private Wealth Management Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationcincinnati, OH
- CIK0002058270
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
298 | $93.07 M | BANK NEW YORK MELLON CORP, AAPL, AMAT, SCHW | 13F-HR | Oct 23, 2025 | 000205827025000005 | ||
293 | $83.48 M | BANK NEW YORK MELLON CORP, SCHW, AMAT, MDT | 13F-HR | Aug 4, 2025 | 000205827025000003 | ||
231 | $66.11 M | BANK NEW YORK MELLON CORP, AMGN, MDT, SCHW | 13F-HR | Apr 25, 2025 | 000205827025000002 |