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Barrett Asset Management, LLC: HD position timeline

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

Barrett Asset Management, LLC held 66,478 HD 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 66,478 shares
    Change vs previous 13F +3,507 shares

    0.83% of the 13F portfolio, value $19,898,000.

    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 62,971 shares
    Change vs previous 13F -2,484 shares

    0.99% of the 13F portfolio, value $26,134,000.

    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 65,455 shares
    Change vs previous 13F +483 shares

    0.99% of the 13F portfolio, value $21,486,000.

    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 64,972 shares
    Change vs previous 13F +1,240 shares

    0.95% of the 13F portfolio, value $20,719,000.

    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 63,732 shares
    Change vs previous 13F +3,546 shares

    0.97% of the 13F portfolio, value $19,454,000.

    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 60,186 shares
    Change vs previous 13F -1,130 shares

    0.84% of the 13F portfolio, value $15,987,000.

    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 61,316 shares
    Change vs previous 13F -65 shares

    1% of the 13F portfolio, value $17,028,000.

    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 61,381 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $15,377,000.

    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).