Skip to content
Disclosery

Barrett Asset Management, LLC: TRU position timeline

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

Barrett Asset Management, LLC held 238,933 TRU 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 238,933 shares
    Change vs previous 13F +847 shares

    1.03% of the 13F portfolio, value $24,691,000.

    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 238,086 shares
    Change vs previous 13F +34,815 shares

    1.07% of the 13F portfolio, value $28,232,000.

    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 203,271 shares
    Change vs previous 13F -2,493 shares

    1.05% of the 13F portfolio, value $22,829,000.

    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 205,764 shares
    Change vs previous 13F +600 shares

    1.04% of the 13F portfolio, value $22,595,000.

    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 205,164 shares
    Change vs previous 13F -4,217 shares

    0.92% of the 13F portfolio, value $18,465,000.

    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 209,381 shares
    Change vs previous 13F -3,735 shares

    1.09% of the 13F portfolio, value $20,775,000.

    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 213,116 shares
    Change vs previous 13F +4,721 shares

    1.06% of the 13F portfolio, value $17,929,000.

    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 208,395 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $18,139,000.

    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).