Skip to main content

Barlow Wealth Partners, Inc.

SEC CIK
0001999928
Latest filing
Jul 14, 2026

FIX holding history

Comfort Systems USA Inc in every 13F filed by Barlow Wealth Partners, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FIX overviewAll 13F holders of FIXFull Q2 2026 holdings

Shares (Q2 2026)
350
Value
$589.7K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of FIX by Barlow Wealth Partners, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026350$589.7K0.1%−14−3.8%ReducedHolders
Q1 2026364$600.8K0.1%00.0%UnchangedHolders
Q4 2025364$367.8K<0.1%+100+37.9%AddedHolders
Q3 2025264$208.8K<0.1%+264NewHolders