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Richard Bernstein Advisors LLC: BAR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard Bernstein Advisors LLC on BAR, newest first. How the timeline and the estimate are built.

Richard Bernstein Advisors LLC held 2,151,643 BAR shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,151,643 shares
    Change vs previous 13F -44,451 shares

    2.88% of the 13F portfolio, value $99,255,931.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 2,196,094 shares
    Change vs previous 13F -33,925 shares

    2.74% of the 13F portfolio, value $93,312,661.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 2,230,019 shares
    Change vs previous 13F -473,339 shares

    2.46% of the 13F portfolio, value $86,379,401.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 2,703,358 shares
    Change vs previous 13F -232,437 shares

    2.18% of the 13F portfolio, value $88,237,997.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 2,935,795 shares
    Change vs previous 13F -155,569 shares

    2.19% of the 13F portfolio, value $90,539,910.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 3,091,364 shares
    Change vs previous 13F -71,121 shares

    1.81% of the 13F portfolio, value $80,035,410.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 3,162,485 shares
    Change vs previous 13F -115,781 shares

    1.76% of the 13F portfolio, value $82,129,746.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 3,278,266 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $75,268,990.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).