BARRETT & COMPANY, INC.: SJM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARRETT & COMPANY, INC. on SJM, newest first. How the timeline and the estimate are built.
BARRETT & COMPANY, INC. held 284 SJM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 284 sharesChange vs previous 13F +3 shares
0.01% of the 13F portfolio, value $31,979.
13F-HR 0000887602-26-000004 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 281 sharesChange vs previous 13F +2 shares
0.01% of the 13F portfolio, value $27,127.
13F-HR 0000887602-26-000003 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 279 sharesChange vs previous 13F -297 shares
0.01% of the 13F portfolio, value $27,251.
13F-HR 0000887602-26-000001 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 576 sharesChange vs previous 13F +3 shares
0.02% of the 13F portfolio, value $62,523.
13F-HR 0000887602-25-000006 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 573 sharesChange vs previous 13F +3 shares
0.02% of the 13F portfolio, value $56,265.
13F-HR 0000887602-25-000004 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 570 sharesChange vs previous 13F +2 shares
0.03% of the 13F portfolio, value $67,539.
13F-HR 0000887602-25-000003 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 568 sharesChange vs previous 13F +3 shares
0.03% of the 13F portfolio, value $62,524.
13F-HR 0000887602-25-000001 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 565 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $68,464.
13F-HR 0000887602-24-000006 filed by BARRETT & COMPANY, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).