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Disclosery

Barrett Asset Management, LLC: TIP position timeline

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

Barrett Asset Management, LLC held 0 TIP shares at 2021-12-31 per its 13F-HR filed 2022-02-14.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 0 shares
    Change vs previous 13F -27,975 shares

    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).

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

  2. period ended2021-09-30
    13F 27,975 shares
    Change vs previous 13F +6,125 shares

    0.16% of the 13F portfolio, value $3,572,000.

    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).

  3. period ended2021-06-30
    13F 21,850 shares
    Change vs previous 13F +10,525 shares

    0.13% of the 13F portfolio, value $2,797,000.

    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).

  4. period ended2021-03-31
    13F 11,325 shares
    Change vs previous 13F +2,350 shares

    0.07% of the 13F portfolio, value $1,421,000.

    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).

  5. period ended2020-12-31
    13F/A 8,975 shares
    Change vs previous 13F +4,325 shares

    0.06% of the 13F portfolio, value $1,146,000.

    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).

  6. period ended2020-09-30
    13F 4,650 shares
    Change vs previous 13F +4,300 shares

    0.03% of the 13F portfolio, value $588,000.

    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).

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

    <0.01% of the 13F portfolio, value $43,000.

    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).