Skip to content
Disclosery

BARRETT & COMPANY, INC.: CGMM position timeline

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

BARRETT & COMPANY, INC. held 30,373 CGMM 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 30,373 shares
    Change vs previous 13F +8,974 shares

    0.28% of the 13F portfolio, value $1,001,398.

    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 21,399 shares
    Change vs previous 13F +7,521 shares

    0.22% of the 13F portfolio, value $628,276.

    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 13,878 shares
    Change vs previous 13F +3,002 shares

    0.13% of the 13F portfolio, value $400,243.

    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 10,876 shares
    Change vs previous 13F +5,201 shares

    0.11% of the 13F portfolio, value $308,767.

    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 5,675 shares
    Change vs previous 13F +550 shares

    0.06% of the 13F portfolio, value $152,544.

    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 5,125 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $122,436.

    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).