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Disclosery

Barrett Asset Management, LLC: ARES position timeline

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

Barrett Asset Management, LLC held 319,158 ARES 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 319,158 shares
    Change vs previous 13F +74,368 shares

    1.09% of the 13F portfolio, value $25,925,000.

    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 244,790 shares
    Change vs previous 13F +35,120 shares

    0.75% of the 13F portfolio, value $19,837,000.

    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 209,670 shares
    Change vs previous 13F +22,703 shares

    0.71% of the 13F portfolio, value $15,480,000.

    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 186,967 shares
    Change vs previous 13F +14,937 shares

    0.55% of the 13F portfolio, value $11,889,000.

    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 172,030 shares
    Change vs previous 13F +41,695 shares

    0.48% of the 13F portfolio, value $9,639,000.

    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 130,335 shares
    Change vs previous 13F +13,900 shares

    0.32% of the 13F portfolio, value $6,132,000.

    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 116,435 shares
    Change vs previous 13F +102,285 shares

    0.28% of the 13F portfolio, value $4,706,000.

    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 14,150 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $562,000.

    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).