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Disclosery

Barrett Asset Management, LLC: SPY position timeline

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

Barrett Asset Management, LLC held 25,376 SPY 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 25,376 shares
    Change vs previous 13F -1,823 shares

    0.48% of the 13F portfolio, value $11,460,000.

    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 27,199 shares
    Change vs previous 13F -747 shares

    0.49% of the 13F portfolio, value $12,918,000.

    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 27,946 shares
    Change vs previous 13F +8,228 shares

    0.55% of the 13F portfolio, value $11,993,000.

    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 19,718 shares
    Change vs previous 13F -191 shares

    0.39% of the 13F portfolio, value $8,440,000.

    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 19,909 shares
    Change vs previous 13F +1,394 shares

    0.39% of the 13F portfolio, value $7,891,000.

    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 18,515 shares
    Change vs previous 13F -113 shares

    0.36% of the 13F portfolio, value $6,922,000.

    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 18,628 shares
    Change vs previous 13F +673 shares

    0.37% of the 13F portfolio, value $6,238,000.

    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 17,955 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,537,000.

    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).