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Disclosery

BARRETT & COMPANY, INC.: IP position timeline

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

BARRETT & COMPANY, INC. held 654 IP 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 654 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $24,933.

    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 647 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $23,087.

    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 640 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $25,210.

    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 634 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $29,400.

    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 628 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $29,421.

    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 623 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $33,241.

    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 618 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $33,281.

    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 614 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $29,997.

    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).