BARRETT & COMPANY, INC.: VTV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARRETT & COMPANY, INC. on VTV, newest first. How the timeline and the estimate are built.
BARRETT & COMPANY, INC. held 25,383 VTV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 25,383 sharesChange vs previous 13F +18 shares
1.55% of the 13F portfolio, value $5,531,726.
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 25,365 sharesChange vs previous 13F +49 shares
1.71% of the 13F portfolio, value $4,976,534.
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 25,316 sharesChange vs previous 13F -643 shares
1.61% of the 13F portfolio, value $4,835,057.
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 25,959 sharesChange vs previous 13F +1,054 shares
1.66% of the 13F portfolio, value $4,841,113.
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 24,905 sharesChange vs previous 13F +125 shares
1.65% of the 13F portfolio, value $4,401,630.
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 24,780 sharesChange vs previous 13F -1,421 shares
1.84% of the 13F portfolio, value $4,280,420.
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 26,201 sharesChange vs previous 13F -704 shares
1.87% of the 13F portfolio, value $4,435,900.
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 26,905 sharesChange vs previous 13F not available
2.04% of the 13F portfolio, value $4,696,890.
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).