Empirical Financial Services, LLC d.b.a. Empirical Wealth Management BBSI — BARRETT BUSINESS SVCS INC

Ownership history in Empirical Financial Services, LLC d.b.a. Empirical Wealth Management  ·  4 quarters on record

AI Ownership Summary

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported BARRETT BUSINESS SVCS INC (BBSI) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows BBSI at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BBSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's position in BARRETT BUSINESS SVCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BBSI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held BBSI — position size vs. price
% of Fund (quarterly)    BBSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 11,698 +2,490 +27.0% 0.01% $416K 2026-07-15 $39.07
2026 Q1 ADDED — — — 9,208 +2,370 +34.7% 0.00% $269K 2026-05-04 $30.47
2025 Q4 ADDED — — — 6,838 +1,998 +41.3% 0.00% $248K 2026-01-16 $38.69
2025 Q3 INITIATED — — — 4,840 — — 0.00% $215K 2025-11-10 $34.48

🏢 Other funds also holding BBSI

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Empirical Financial Services, LLC d.b.a. Empirical Wealth Management and BBSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported owning BBSI?

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported BBSI across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported BBSI position in Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's portfolio?

The largest reported portfolio weight for BBSI was 0.01% in 2026 Q2.

What is the latest reported BBSI position on this page?

The most recent filing on this page is 2026 Q2, when Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reported 11,698 shares, equal to 0.01% of portfolio, with an estimated market value of $416K.

What does the chart on this BBSI ownership page compare?

The chart compares Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's quarterly BBSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Empirical Financial Services, LLC d.b.a. Empirical Wealth Management time their BBSI position?

Based on 13F filing dates vs. subsequent BBSI price moves, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BBSI relative to SPY over the holding period was +11009.0%.

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