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BARRETT & COMPANY, INC.: XT position timeline

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

BARRETT & COMPANY, INC. held 102,727 XT 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 102,727 shares
    Change vs previous 13F +8,755 shares

    2.38% of the 13F portfolio, value $8,488,299.

    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 93,972 shares
    Change vs previous 13F -417 shares

    2.2% of the 13F portfolio, value $6,404,102.

    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 94,389 shares
    Change vs previous 13F +1,396 shares

    2.2% of the 13F portfolio, value $6,582,665.

    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 92,993 shares
    Change vs previous 13F +741 shares

    2.29% of the 13F portfolio, value $6,689,952.

    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 92,252 shares
    Change vs previous 13F +1,178 shares

    2.26% of the 13F portfolio, value $6,019,426.

    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 91,074 shares
    Change vs previous 13F +2,166 shares

    2.26% of the 13F portfolio, value $5,242,209.

    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 88,908 shares
    Change vs previous 13F +688 shares

    2.24% of the 13F portfolio, value $5,304,230.

    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 88,220 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $5,370,854.

    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).