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BARRETT & COMPANY, INC.: LDP position timeline

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

BARRETT & COMPANY, INC. held 3,500 LDP 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 3,500 shares
    Change vs previous 13F -3,961 shares

    0.02% of the 13F portfolio, value $74,060.

    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 7,461 shares
    Change vs previous 13F +75 shares

    0.05% of the 13F portfolio, value $148,988.

    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 7,386 shares
    Change vs previous 13F +70 shares

    0.05% of the 13F portfolio, value $156,369.

    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 7,316 shares
    Change vs previous 13F -431 shares

    0.05% of the 13F portfolio, value $158,534.

    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 7,747 shares
    Change vs previous 13F -4,911 shares

    0.06% of the 13F portfolio, value $162,524.

    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 12,658 shares
    Change vs previous 13F +69 shares

    0.11% of the 13F portfolio, value $257,719.

    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 12,589 shares
    Change vs previous 13F +67 shares

    0.11% of the 13F portfolio, value $254,301.

    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 12,522 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $272,343.

    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).