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BARRETT & COMPANY, INC.: LMBS position timeline

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

BARRETT & COMPANY, INC. held 24,252 LMBS 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 24,252 shares
    Change vs previous 13F +1,177 shares

    0.34% of the 13F portfolio, value $1,207,263.

    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 23,075 shares
    Change vs previous 13F -1,099 shares

    0.4% of the 13F portfolio, value $1,149,392.

    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 24,174 shares
    Change vs previous 13F -499 shares

    0.4% of the 13F portfolio, value $1,208,464.

    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 24,673 shares
    Change vs previous 13F +2 shares

    0.42% of the 13F portfolio, value $1,228,454.

    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 24,671 shares
    Change vs previous 13F +1 shares

    0.46% of the 13F portfolio, value $1,215,308.

    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 24,670 shares
    Change vs previous 13F -673 shares

    0.52% of the 13F portfolio, value $1,212,771.

    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 25,343 shares
    Change vs previous 13F -179 shares

    0.52% of the 13F portfolio, value $1,233,467.

    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 25,522 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,261,047.

    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).