Skip to content
Disclosery

BARRETT & COMPANY, INC.: QQEW position timeline

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

BARRETT & COMPANY, INC. held 4,915 QQEW 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 4,915 shares
    Change vs previous 13F -375 shares

    0.22% of the 13F portfolio, value $784,418.

    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 5,290 shares
    Change vs previous 13F +420 shares

    0.23% of the 13F portfolio, value $671,677.

    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 4,870 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $692,148.

    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 4,870 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $687,129.

    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 4,869 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $664,600.

    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 4,869 shares
    Change vs previous 13F +75 shares

    0.25% of the 13F portfolio, value $588,799.

    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 4,794 shares
    Change vs previous 13F +131 shares

    0.25% of the 13F portfolio, value $599,002.

    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 4,663 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $584,998.

    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).