Skip to content
Disclosery

BARRETT & COMPANY, INC.: IXUS position timeline

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

BARRETT & COMPANY, INC. held 44,234 IXUS 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 44,234 shares
    Change vs previous 13F +7,607 shares

    1.18% of the 13F portfolio, value $4,221,665.

    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 36,627 shares
    Change vs previous 13F +5,411 shares

    1.09% of the 13F portfolio, value $3,173,438.

    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 31,216 shares
    Change vs previous 13F +6,849 shares

    0.88% of the 13F portfolio, value $2,642,110.

    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 24,367 shares
    Change vs previous 13F +8,410 shares

    0.69% of the 13F portfolio, value $2,012,253.

    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 15,957 shares
    Change vs previous 13F +11,952 shares

    0.46% of the 13F portfolio, value $1,233,661.

    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 4,005 shares
    Change vs previous 13F +2,775 shares

    0.12% of the 13F portfolio, value $279,581.

    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 1,230 shares
    Change vs previous 13F +6 shares

    0.03% of the 13F portfolio, value $81,345.

    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 1,224 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $88,873.

    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).