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BARRETT & COMPANY, INC.: MDY position timeline

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

BARRETT & COMPANY, INC. held 9,494 MDY 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 9,494 shares
    Change vs previous 13F +280 shares

    1.87% of the 13F portfolio, value $6,677,295.

    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 9,214 shares
    Change vs previous 13F -63 shares

    1.96% of the 13F portfolio, value $5,682,986.

    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 9,277 shares
    Change vs previous 13F -20 shares

    1.87% of the 13F portfolio, value $5,596,722.

    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 9,297 shares
    Change vs previous 13F +1,089 shares

    1.9% of the 13F portfolio, value $5,541,505.

    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 8,208 shares
    Change vs previous 13F +86 shares

    1.74% of the 13F portfolio, value $4,649,773.

    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 8,122 shares
    Change vs previous 13F +12 shares

    1.87% of the 13F portfolio, value $4,333,009.

    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 8,110 shares
    Change vs previous 13F +72 shares

    1.95% of the 13F portfolio, value $4,619,541.

    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 8,038 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $4,579,090.

    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).