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BARRETT & COMPANY, INC.: WCMI position timeline

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

BARRETT & COMPANY, INC. held 52,644 WCMI 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 52,644 shares
    Change vs previous 13F +8,337 shares

    0.29% of the 13F portfolio, value $1,030,243.

    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 44,307 shares
    Change vs previous 13F +8,207 shares

    0.26% of the 13F portfolio, value $743,028.

    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 36,100 shares
    Change vs previous 13F +6,000 shares

    0.2% of the 13F portfolio, value $614,061.

    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 30,100 shares
    Change vs previous 13F +6,800 shares

    0.17% of the 13F portfolio, value $507,787.

    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 23,300 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $370,703.

    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).