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Disclosery

Barrett Asset Management, LLC: IWP position timeline

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

Barrett Asset Management, LLC held 14,780 IWP 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 14,780 shares
    Change vs previous 13F +931 shares

    0.06% of the 13F portfolio, value $1,485,000.

    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 13,849 shares
    Change vs previous 13F -3,177 shares

    0.06% of the 13F portfolio, value $1,596,000.

    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 17,026 shares
    Change vs previous 13F +540 shares

    0.09% of the 13F portfolio, value $1,908,000.

    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 16,486 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,866,000.

    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 16,486 shares
    Change vs previous 13F +386 shares

    0.08% of the 13F portfolio, value $1,683,000.

    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 16,100 shares
    Change vs previous 13F +8,050 shares

    0.09% of the 13F portfolio, value $1,653,000.

    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 8,050 shares
    Change vs previous 13F -130 shares

    0.08% of the 13F portfolio, value $1,392,000.

    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 8,180 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,293,000.

    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).