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Barrett Asset Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Barrett Asset Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Barrett Asset Management, LLC held 704,593 AAPL shares at 2022-03-31 per its 13F-HR filed 2022-05-16.

the latest 13F is the newest step

  1. period ended2022-03-31
    13F 704,593 shares
    Change vs previous 13F -14,949 shares

    5.15% of the 13F portfolio, value $123,028,000.

    13F-HR 0001526411-22-000004 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-12-31
    13F 719,542 shares
    Change vs previous 13F +81,376 shares

    4.82% of the 13F portfolio, value $127,769,000.

    13F-HR 0001526411-22-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-09-30
    13F 638,166 shares
    Change vs previous 13F -6,926 shares

    4.15% of the 13F portfolio, value $90,300,000.

    13F-HR 0001526411-21-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-06-30
    13F 645,092 shares
    Change vs previous 13F -5,674 shares

    4.07% of the 13F portfolio, value $88,352,000.

    13F-HR 0001526411-21-000007 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-03-31
    13F 650,766 shares
    Change vs previous 13F -9,744 shares

    3.95% of the 13F portfolio, value $79,491,000.

    13F-HR 0001526411-21-000005 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-12-31
    13F/A 660,510 shares
    Change vs previous 13F -7,043 shares

    4.59% of the 13F portfolio, value $87,643,000.

    13F-HR/A 0001526411-21-000003 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-09-30
    13F 667,553 shares
    Change vs previous 13F +470,438 shares

    4.56% of the 13F portfolio, value $77,309,000.

    13F-HR 0001526411-20-000011 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-06-30
    13F 197,115 shares
    Change vs previous 13F not available

    4.6% of the 13F portfolio, value $71,908,000.

    13F-HR 0001526411-20-000009 filed by Barrett Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).