Barnes Wealth Management Group, Inc BIBL — NORTHERN LTS FD TR IV

Ownership history in Barnes Wealth Management Group, Inc  ·  5 quarters on record

AI Ownership Summary

Barnes Wealth Management Group, Inc reported NORTHERN LTS FD TR IV (BIBL) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.14% in 2026 Q2. The latest visible filing shows BIBL at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Barnes Wealth Management Group, Inc's position in NORTHERN LTS FD TR IV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BIBL was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BIBL stock page Barnes Wealth Management Group, Inc fund profile Barnes Wealth Management Group, Inc full holdings
How Barnes Wealth Management Group, Inc held BIBL — position size vs. price
% of Fund (quarterly)    BIBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 5,264 +147 +2.9% 0.14% $305K 2026-07-24 $nan
2026 Q1 REDUCED — — — 5,117 -44 -0.9% 0.12% $241K 2026-05-18 $52.24
2025 Q4 REDUCED — — — 5,161 -10 -0.2% 0.12% $233K 2026-02-24 $49.88
2025 Q3 ADDED — — — 5,171 +243 +4.9% 0.13% $230K 2025-11-14 $44.01
2025 Q2 INITIATED — — — 4,928 — — 0.12% $204K 2025-08-27 $42.69

🏢 Other funds also holding BIBL

As of 2026 Q2 — sorted by position size

Turning Point Benefit Group, Inc. 1.83% MONEYWISE, INC. 3Y 7Y 0.93% Optivise Advisory Services LLC 0.93% Revisor Wealth Management LLC 0.79% LVZ, Inc. 3Y 7Y 0.64% PVG ASSET MANAGEMENT CORP 3Y 7Y 0.22% Demars Financial Group, LLC 3Y 0.18% LITTLEJOHN FINANCIAL SERVICES, INC. 0.15% Whitaker-Myers Wealth Managers, LTD. 3Y 0.13% Cresta Advisors, Ltd. 3Y 0.1%

FAQ About Barnes Wealth Management Group, Inc and BIBL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Barnes Wealth Management Group, Inc reported owning BIBL?

Barnes Wealth Management Group, Inc reported BIBL across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported BIBL position in Barnes Wealth Management Group, Inc's portfolio?

The largest reported portfolio weight for BIBL was 0.14% in 2026 Q2.

What is the latest reported BIBL position on this page?

The most recent filing on this page is 2026 Q2, when Barnes Wealth Management Group, Inc reported 5,264 shares, equal to 0.14% of portfolio, with an estimated market value of $305K.

What does the chart on this BIBL ownership page compare?

The chart compares Barnes Wealth Management Group, Inc's quarterly BIBL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Barnes Wealth Management Group, Inc time their BIBL position?

Based on 13F filing dates vs. subsequent BIBL price moves, Barnes Wealth Management Group, Inc correctly timed 3 out of 4 reported position changes (75%).

← Back to Barnes Wealth Management Group, Inc Holdings