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Disclosery

BARRETT & COMPANY, INC.: IBDW position timeline

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

BARRETT & COMPANY, INC. held 7,690 IBDW 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 7,690 shares
    Change vs previous 13F -45 shares

    0.04% of the 13F portfolio, value $160,260.

    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 7,735 shares
    Change vs previous 13F +5,545 shares

    0.05% of the 13F portfolio, value $158,949.

    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 2,190 shares
    Change vs previous 13F -4,545 shares

    0.02% of the 13F portfolio, value $46,318.

    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 6,735 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $139,962.

    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).