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Disclosery

Barrett Asset Management, LLC: SCHA position timeline

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

Barrett Asset Management, LLC held 26,683 SCHA 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 26,683 shares
    Change vs previous 13F +13,492 shares

    0.05% of the 13F portfolio, value $1,263,000.

    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 13,191 shares
    Change vs previous 13F +4,296 shares

    0.05% of the 13F portfolio, value $1,351,000.

    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 8,895 shares
    Change vs previous 13F +491 shares

    0.04% of the 13F portfolio, value $890,000.

    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 8,404 shares
    Change vs previous 13F +36 shares

    0.04% of the 13F portfolio, value $875,000.

    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 8,368 shares
    Change vs previous 13F +4,380 shares

    0.04% of the 13F portfolio, value $834,000.

    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 3,988 shares
    Change vs previous 13F +3,536 shares

    0.02% of the 13F portfolio, value $355,000.

    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 452 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $31,000.

    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 451 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $29,000.

    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).