Barnes Dennig Private Wealth Management LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location cincinnati, OHCIK 0002058270All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
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 |