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BARRETT & COMPANY, INC.: BIV position timeline

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

BARRETT & COMPANY, INC. held 6,414 BIV 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 6,414 shares
    Change vs previous 13F +2 shares

    0.14% of the 13F portfolio, value $491,921.

    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 6,412 shares
    Change vs previous 13F -53 shares

    0.17% of the 13F portfolio, value $494,894.

    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 6,465 shares
    Change vs previous 13F -28 shares

    0.17% of the 13F portfolio, value $503,523.

    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 6,493 shares
    Change vs previous 13F +4 shares

    0.17% of the 13F portfolio, value $507,062.

    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 6,489 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $501,835.

    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 6,487 shares
    Change vs previous 13F -104 shares

    0.21% of the 13F portfolio, value $496,715.

    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 6,591 shares
    Change vs previous 13F +10 shares

    0.21% of the 13F portfolio, value $492,551.

    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 6,581 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $515,738.

    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).