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Disclosery

Barrett Asset Management, LLC: DEO position timeline

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

Barrett Asset Management, LLC held 10,905 DEO 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 10,905 shares
    Change vs previous 13F -1,026 shares

    0.09% of the 13F portfolio, value $2,215,000.

    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 11,931 shares
    Change vs previous 13F +891 shares

    0.1% of the 13F portfolio, value $2,626,000.

    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 11,040 shares
    Change vs previous 13F -5,800 shares

    0.1% of the 13F portfolio, value $2,131,000.

    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 16,840 shares
    Change vs previous 13F -50 shares

    0.15% of the 13F portfolio, value $3,228,000.

    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 16,890 shares
    Change vs previous 13F +1,225 shares

    0.14% of the 13F portfolio, value $2,774,000.

    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 15,665 shares
    Change vs previous 13F -125 shares

    0.13% of the 13F portfolio, value $2,488,000.

    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 15,790 shares
    Change vs previous 13F +850 shares

    0.13% of the 13F portfolio, value $2,174,000.

    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 14,940 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,008,000.

    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).