Skip to content
Disclosery

BARRETT & COMPANY, INC.: IVW position timeline

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

BARRETT & COMPANY, INC. held 165,307 IVW 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 165,307 shares
    Change vs previous 13F +8,437 shares

    6.37% of the 13F portfolio, value $22,734,683.

    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 156,870 shares
    Change vs previous 13F -775 shares

    6.11% of the 13F portfolio, value $17,743,598.

    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 157,645 shares
    Change vs previous 13F +3,187 shares

    6.48% of the 13F portfolio, value $19,431,271.

    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 154,458 shares
    Change vs previous 13F +10,697 shares

    6.39% of the 13F portfolio, value $18,646,219.

    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 143,761 shares
    Change vs previous 13F +16,359 shares

    5.93% of the 13F portfolio, value $15,828,046.

    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 127,402 shares
    Change vs previous 13F +1,158 shares

    5.09% of the 13F portfolio, value $11,826,771.

    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 126,244 shares
    Change vs previous 13F +4,138 shares

    5.41% of the 13F portfolio, value $12,817,530.

    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 122,106 shares
    Change vs previous 13F not available

    5.07% of the 13F portfolio, value $11,691,634.

    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).