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BARRETT & COMPANY, INC.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARRETT & COMPANY, INC. on AAPL, newest first. How the timeline and the estimate are built.

BARRETT & COMPANY, INC. held 31,718 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,718 shares
    Change vs previous 13F +4,082 shares

    2.57% of the 13F portfolio, value $9,177,802.

    13F-HR 0000887602-26-000004 filed by BARRETT & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 27,636 shares
    Change vs previous 13F +51 shares

    2.41% of the 13F portfolio, value $7,013,856.

    13F-HR 0000887602-26-000003 filed by BARRETT & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,585 shares
    Change vs previous 13F -650 shares

    2.5% of the 13F portfolio, value $7,499,211.

    13F-HR 0000887602-26-000001 filed by BARRETT & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,235 shares
    Change vs previous 13F -2,612 shares

    2.46% of the 13F portfolio, value $7,189,559.

    13F-HR 0000887602-25-000006 filed by BARRETT & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,847 shares
    Change vs previous 13F +317 shares

    2.37% of the 13F portfolio, value $6,328,883.

    13F-HR 0000887602-25-000004 filed by BARRETT & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,530 shares
    Change vs previous 13F +1,858 shares

    2.92% of the 13F portfolio, value $6,781,630.

    13F-HR 0000887602-25-000003 filed by BARRETT & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,672 shares
    Change vs previous 13F +1,350 shares

    3.03% of the 13F portfolio, value $7,180,151.

    13F-HR 0000887602-25-000001 filed by BARRETT & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 27,322 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $6,366,045.

    13F-HR 0000887602-24-000006 filed by BARRETT & COMPANY, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).