BARRETT & COMPANY, INC.: AVGO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARRETT & COMPANY, INC. on AVGO, newest first. How the timeline and the estimate are built.
BARRETT & COMPANY, INC. held 228 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 228 sharesChange vs previous 13F +75 shares
0.02% of the 13F portfolio, value $86,127.
13F-HR 0000887602-26-000004 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 153 sharesChange vs previous 13F -565 shares
0.02% of the 13F portfolio, value $47,355.
13F-HR 0000887602-26-000003 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 718 sharesChange vs previous 13F -85 shares
0.08% of the 13F portfolio, value $248,500.
13F-HR 0000887602-26-000001 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 803 sharesChange vs previous 13F +670 shares
0.09% of the 13F portfolio, value $264,979.
13F-HR 0000887602-25-000006 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 133 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $36,661.
13F-HR 0000887602-25-000004 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 133 sharesChange vs previous 13F +10 shares
0.01% of the 13F portfolio, value $22,268.
13F-HR 0000887602-25-000003 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 123 sharesChange vs previous 13F +13 shares
0.01% of the 13F portfolio, value $28,516.
13F-HR 0000887602-25-000001 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 110 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $18,975.
13F-HR 0000887602-24-000006 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).