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BARRETT & COMPANY, INC.: IBTI position timeline

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

BARRETT & COMPANY, INC. held 38,629 IBTI 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 38,629 shares
    Change vs previous 13F +10,519 shares

    0.24% of the 13F portfolio, value $855,240.

    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 28,110 shares
    Change vs previous 13F +1,000 shares

    0.22% of the 13F portfolio, value $626,378.

    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 27,110 shares
    Change vs previous 13F +3,182 shares

    0.2% of the 13F portfolio, value $606,315.

    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 23,928 shares
    Change vs previous 13F +2,425 shares

    0.18% of the 13F portfolio, value $535,628.

    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 21,503 shares
    Change vs previous 13F +2,038 shares

    0.18% of the 13F portfolio, value $480,807.

    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 19,465 shares
    Change vs previous 13F +4,600 shares

    0.19% of the 13F portfolio, value $433,096.

    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 14,865 shares
    Change vs previous 13F +5,209 shares

    0.14% of the 13F portfolio, value $325,597.

    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 9,656 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $217,310.

    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).