Position in APP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$272,556
+$240,716 QoQ
Shares Held
529
+561.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,074
of 1,444 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $306,459 across 4 Advertising Agencies names. APP ranks #1 (88.9% of the industry book) .
All Filings in APP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,556 | 529 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $31,840 | 80 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $82,206 | 122 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $96,284 | 134 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $39,208 | 112 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $28,616 | 108 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||