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BARRETT & COMPANY, INC.: VIG position timeline

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

BARRETT & COMPANY, INC. held 34,124 VIG 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 34,124 shares
    Change vs previous 13F +2,713 shares

    2.26% of the 13F portfolio, value $8,074,338.

    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 31,411 shares
    Change vs previous 13F +306 shares

    2.32% of the 13F portfolio, value $6,755,213.

    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 31,105 shares
    Change vs previous 13F +1,806 shares

    2.28% of the 13F portfolio, value $6,836,386.

    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 29,299 shares
    Change vs previous 13F +4,920 shares

    2.17% of the 13F portfolio, value $6,322,537.

    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 24,379 shares
    Change vs previous 13F +6,755 shares

    1.87% of the 13F portfolio, value $4,989,701.

    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 17,624 shares
    Change vs previous 13F +2,316 shares

    1.47% of the 13F portfolio, value $3,418,929.

    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 15,308 shares
    Change vs previous 13F +1,120 shares

    1.26% of the 13F portfolio, value $2,997,835.

    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 14,188 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,810,097.

    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).