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Barrett Asset Management, LLC: V position timeline

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

Barrett Asset Management, LLC held 526,881 V 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 526,881 shares
    Change vs previous 13F -2,716 shares

    4.89% of the 13F portfolio, value $116,846,000.

    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 529,597 shares
    Change vs previous 13F +61,354 shares

    4.33% of the 13F portfolio, value $114,769,000.

    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 468,243 shares
    Change vs previous 13F -2,227 shares

    4.79% of the 13F portfolio, value $104,301,000.

    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 470,470 shares
    Change vs previous 13F -4,008 shares

    5.07% of the 13F portfolio, value $110,005,000.

    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 474,478 shares
    Change vs previous 13F -1,321 shares

    4.99% of the 13F portfolio, value $100,461,000.

    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 475,799 shares
    Change vs previous 13F -7,136 shares

    5.45% of the 13F portfolio, value $104,072,000.

    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 482,935 shares
    Change vs previous 13F -4,091 shares

    5.7% of the 13F portfolio, value $96,573,000.

    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 487,026 shares
    Change vs previous 13F not available

    6.02% of the 13F portfolio, value $94,079,000.

    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).