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BARRETT & COMPANY, INC.: FVD position timeline

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

BARRETT & COMPANY, INC. held 146,592 FVD 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 146,592 shares
    Change vs previous 13F +12,052 shares

    1.98% of the 13F portfolio, value $7,062,815.

    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 134,540 shares
    Change vs previous 13F +2,031 shares

    2.18% of the 13F portfolio, value $6,327,440.

    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 132,509 shares
    Change vs previous 13F +2,022 shares

    2.04% of the 13F portfolio, value $6,106,016.

    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 130,487 shares
    Change vs previous 13F +9,293 shares

    2.07% of the 13F portfolio, value $6,033,735.

    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 121,194 shares
    Change vs previous 13F +17,386 shares

    2.03% of the 13F portfolio, value $5,417,383.

    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 103,808 shares
    Change vs previous 13F -630 shares

    1.99% of the 13F portfolio, value $4,628,776.

    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 104,438 shares
    Change vs previous 13F +4,767 shares

    1.92% of the 13F portfolio, value $4,557,683.

    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 99,671 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $4,534,053.

    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).