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BARRETT & COMPANY, INC.: LDDR position timeline

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

BARRETT & COMPANY, INC. held 17,802 LDDR 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 17,802 shares
    Change vs previous 13F +2,056 shares

    0.39% of the 13F portfolio, value $1,409,612.

    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 15,746 shares
    Change vs previous 13F +3,851 shares

    0.44% of the 13F portfolio, value $1,285,729.

    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 11,895 shares
    Change vs previous 13F +2,750 shares

    0.33% of the 13F portfolio, value $999,894.

    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 9,145 shares
    Change vs previous 13F +1,500 shares

    0.27% of the 13F portfolio, value $784,047.

    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 7,645 shares
    Change vs previous 13F +6,345 shares

    0.25% of the 13F portfolio, value $665,811.

    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 1,300 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $114,976.

    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).