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BARRETT & COMPANY, INC.: HWM position timeline

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

BARRETT & COMPANY, INC. held 10,206 HWM 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 10,206 shares
    Change vs previous 13F +490 shares

    0.77% of the 13F portfolio, value $2,743,993.

    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 9,716 shares
    Change vs previous 13F -560 shares

    0.77% of the 13F portfolio, value $2,239,121.

    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 10,276 shares
    Change vs previous 13F -126 shares

    0.7% of the 13F portfolio, value $2,106,800.

    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 10,402 shares
    Change vs previous 13F +667 shares

    0.7% of the 13F portfolio, value $2,041,251.

    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 9,735 shares
    Change vs previous 13F -121 shares

    0.68% of the 13F portfolio, value $1,811,982.

    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 9,856 shares
    Change vs previous 13F -2,050 shares

    0.55% of the 13F portfolio, value $1,278,662.

    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 11,906 shares
    Change vs previous 13F -173 shares

    0.55% of the 13F portfolio, value $1,302,131.

    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 12,079 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,211,058.

    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).