Skip to content
Disclosery

BARRETT & COMPANY, INC.: USMV position timeline

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

BARRETT & COMPANY, INC. held 191,781 USMV 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 191,781 shares
    Change vs previous 13F +13,794 shares

    5.18% of the 13F portfolio, value $18,499,215.

    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 177,987 shares
    Change vs previous 13F +2,939 shares

    5.68% of the 13F portfolio, value $16,506,488.

    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 175,048 shares
    Change vs previous 13F +6,328 shares

    5.5% of the 13F portfolio, value $16,482,526.

    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 168,720 shares
    Change vs previous 13F +10,077 shares

    5.5% of the 13F portfolio, value $16,052,039.

    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 158,643 shares
    Change vs previous 13F +10,935 shares

    5.58% of the 13F portfolio, value $14,891,735.

    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 147,708 shares
    Change vs previous 13F -2,033 shares

    5.95% of the 13F portfolio, value $13,834,293.

    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 149,741 shares
    Change vs previous 13F +3,774 shares

    5.61% of the 13F portfolio, value $13,295,517.

    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 145,967 shares
    Change vs previous 13F not available

    5.77% of the 13F portfolio, value $13,328,229.

    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).