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Disclosery

BARRETT & COMPANY, INC.: IBDT position timeline

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

BARRETT & COMPANY, INC. held 59,062 IBDT 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 59,062 shares
    Change vs previous 13F +12,526 shares

    0.42% of the 13F portfolio, value $1,491,324.

    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 46,536 shares
    Change vs previous 13F +8,531 shares

    0.41% of the 13F portfolio, value $1,178,767.

    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 38,005 shares
    Change vs previous 13F +6,035 shares

    0.32% of the 13F portfolio, value $967,410.

    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 31,970 shares
    Change vs previous 13F +10,676 shares

    0.28% of the 13F portfolio, value $815,865.

    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 21,294 shares
    Change vs previous 13F +2,219 shares

    0.2% of the 13F portfolio, value $541,291.

    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 19,075 shares
    Change vs previous 13F +8,827 shares

    0.21% of the 13F portfolio, value $481,836.

    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 10,248 shares
    Change vs previous 13F +4,935 shares

    0.11% of the 13F portfolio, value $255,182.

    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 5,313 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $135,652.

    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).