Skip to content
Disclosery

Barrett Asset Management, LLC: IVZ position timeline

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

Barrett Asset Management, LLC held 0 IVZ shares at 2020-09-30 per its 13F-HR filed 2020-11-06.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 0 shares
    Change vs previous 13F -350 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2020-06-30
    13F 350 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,000.

    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).