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Manager record

Barnes Dennig Private Wealth Management LLC

Cincinnati, OH · CIK 2058270 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$118.68MReported 13F valueQ3 2026 · as filed
363Holdings listed
-5.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 30Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $83.5M$83.5MQ2 2025293 holdingsQ3 2025: $93.1M$93.1MQ3 2025298 holdingsQ4 2025: $99.6M$99.6MQ4 2025312 holdingsQ1 2026: $101.0M$101.0MQ1 2026307 holdingsQ2 2026: $125.0M$125.0MQ2 2026365 holdingsQ3 2026: $118.7M$118.7MQ3 2026363 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 30 2026 13F-HR · period Q3 2026

$118.68M · 363 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$125.03M · 365 holdings listed · View original SEC filing ↗
Apr 22 2026 13F-HR · period Q1 2026

$100.96M · 307 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$99.58M · 312 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$93.07M · 298 holdings listed · View original SEC filing ↗
Aug 04 2025 13F-HR · period Q2 2025

$83.48M · 293 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 30, 2026 · Change methodology