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BARRETT & COMPANY, INC.: IBDS position timeline

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

BARRETT & COMPANY, INC. held 74,335 IBDS 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 74,335 shares
    Change vs previous 13F +11,229 shares

    0.5% of the 13F portfolio, value $1,800,383.

    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 63,106 shares
    Change vs previous 13F +7,181 shares

    0.53% of the 13F portfolio, value $1,529,686.

    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 55,925 shares
    Change vs previous 13F +4,091 shares

    0.45% of the 13F portfolio, value $1,357,870.

    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 51,834 shares
    Change vs previous 13F +68 shares

    0.43% of the 13F portfolio, value $1,261,631.

    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 51,766 shares
    Change vs previous 13F +68 shares

    0.47% of the 13F portfolio, value $1,256,363.

    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 51,698 shares
    Change vs previous 13F +724 shares

    0.54% of the 13F portfolio, value $1,250,069.

    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 50,974 shares
    Change vs previous 13F +12,389 shares

    0.52% of the 13F portfolio, value $1,221,330.

    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 38,585 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $940,310.

    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).