Barnes Dennig Private Wealth Management Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationcincinnati, OH
- CIK0002058270
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
312 | $99.58M | BANK NEW YORK MELLON CORP, GOOGL, AMAT, AAPL | 13F-HR | Jan 14, 2026 | 000205827026000001 | ||
298 | $93.07M | BANK NEW YORK MELLON CORP, AAPL, AMAT, SCHW | 13F-HR | Oct 23, 2025 | 000205827025000005 | ||
293 | $83.48M | BANK NEW YORK MELLON CORP, SCHW, AMAT, MDT | 13F-HR | Aug 4, 2025 | 000205827025000003 | ||
231 | $66.11M | BANK NEW YORK MELLON CORP, AMGN, MDT, SCHW | 13F-HR | Apr 25, 2025 | 000205827025000002 |