Position in AN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,748
-$701 QoQ
Shares Held
74
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#435
of 504 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AN Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $20,738 across 4 Auto & Truck Dealerships names. AN ranks #1 (66.3% of the industry book) .
All Filings in AN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,748 | 74 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,449 | 74 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,279 | 74 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,188 | 74 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $14,700 | 74 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $11,982 | 74 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $12,568 | 74 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,240 | 74 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $11,794 | 74 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $12,252 | 74 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,113 | 74 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||