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BARRETT & COMPANY, INC.: IBTJ position timeline

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

BARRETT & COMPANY, INC. held 16,334 IBTJ 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 16,334 shares
    Change vs previous 13F +5,374 shares

    0.1% of the 13F portfolio, value $353,631.

    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 10,960 shares
    Change vs previous 13F -4,513 shares

    0.08% of the 13F portfolio, value $239,399.

    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 15,473 shares
    Change vs previous 13F +4,813 shares

    0.11% of the 13F portfolio, value $339,555.

    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 10,660 shares
    Change vs previous 13F +2,425 shares

    0.08% of the 13F portfolio, value $234,040.

    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 8,235 shares
    Change vs previous 13F +2,085 shares

    0.07% of the 13F portfolio, value $180,511.

    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 6,150 shares
    Change vs previous 13F +1,450 shares

    0.06% of the 13F portfolio, value $133,886.

    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 4,700 shares
    Change vs previous 13F +4,300 shares

    0.04% of the 13F portfolio, value $100,234.

    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 400 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,842.

    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).