BARLOW WEALTH PARTNERS, INC.
Holdings in WRB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $18,908,348 | 269,657 | Shares | Sole | 2026-01-15 |
| 2025-09-30 | $20,358,317 | 265,705 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $19,184,119 | 261,115 | Shares | Sole | 2025-07-29 |
| 2025-03-31 | $18,434,567 | 259,058 | Shares | Sole | 2025-04-28 |
| 2024-12-31 | $14,935,415 | 255,219 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $13,646,231 | 240,547 | Shares | Sole | 2024-10-08 |
| 2024-06-30 | $12,355,769 | 235,857 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $9,012,802 | 152,863 | Shares | Sole | 2024-04-18 |