Current Market Value 401,677,712
Current Holdings 104
Most Recent File Date 2025-07-17
Total Filings on Record 43
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Barry Investment Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-17 2025-06-30 13F-HR 104 401,678
2025-05-01 2025-03-31 13F-HR 106 376,409
2025-01-23 2024-12-31 13F-HR 111 311,000
2024-10-25 2024-09-30 13F-HR 114 327,339
2024-08-14 2024-06-30 13F-HR 117 297,015
2024-04-18 2024-03-31 13F-HR 118 300,026
2024-02-09 2023-12-31 13F-HR 108 295,635
2023-11-13 2023-09-30 13F-HR 112 277,840
2023-08-03 2023-06-30 13F-HR 120 296,168
2023-04-28 2023-03-31 13F-HR 111 305,214
2023-01-26 2022-12-31 13F-HR 111 316,766
2022-10-24 2022-09-30 13F-HR 111 291,936
2022-07-27 2022-06-30 13F-HR 116 333,440
2022-05-10 2022-03-31 13F-HR 129 376,548
2022-02-14 2021-12-31 13F-HR 129 379,551
2021-10-29 2021-09-30 13F-HR 119 361,345
2021-07-29 2021-06-30 13F-HR 119 373,527
2021-04-19 2021-03-31 13F-HR 115 363,574
2021-02-04 2020-12-31 13F-HR 106 338,768
2020-11-10 2020-09-30 13F-HR 86 291,182
2020-07-20 2020-06-30 13F-HR 79 282,590
2020-05-13 2020-03-31 13F-HR 68 201,833
2020-01-21 2019-12-31 13F-HR 70 285,233
2019-11-04 2019-09-30 13F-HR 62 276,813
2019-07-26 2019-06-30 13F-HR 68 291,941
2019-04-26 2019-03-31 13F-HR 73 319,560
2019-01-26 2018-12-31 13F-HR 73 267,274
2018-10-19 2018-09-30 13F-HR 74 297,372
2018-08-10 2018-06-30 13F-HR 71 260,878
2018-05-09 2018-03-31 13F-HR 69 263,712
2018-02-14 2017-12-31 13F-HR 71 269,243
2017-10-31 2017-09-30 13F-HR 70 270,997
2017-07-28 2017-06-30 13F-HR 67 265,058
2017-05-01 2017-03-31 13F-HR 73 269,552
2017-02-03 2016-12-31 13F-HR 71 285,756
2016-10-26 2016-09-30 13F-HR 71 290,486
2016-07-14 2016-06-30 13F-HR 68 256,949
2016-04-19 2016-03-31 13F-HR 76 314,286
2016-01-28 2015-12-31 13F-HR 71 307,276
2015-10-28 2015-09-30 13F-HR 73 311,984
2015-07-23 2015-06-30 13F-HR 76 99,374
2015-05-13 2015-03-31 13F-HR 78 327,200
2015-02-06 2014-12-31 13F-HR 76 308,098