BARTLETT & CO. WEALTH MANAGEMENT LLC
Holdings in BSM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $435,194 | 32,746 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $430,282 | 32,746 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $428,317 | 32,746 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $500,031 | 32,746 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $478,091 | 32,746 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $494,464 | 32,746 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $513,129 | 32,746 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $523,281 | 32,746 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $522,626 | 32,746 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $564,213 | 32,746 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $522,298 | 32,746 | Shares | Sole | 2024-02-14 |
| 2023-03-31 | $513,784 | 32,746 | Shares | Sole | 2024-02-14 |
| 2022-12-31 | $552,425 | 32,746 | Shares | Sole | 2024-02-14 |
| 2022-09-30 | $512,474 | 32,746 | Shares | Sole | 2024-02-14 |
| 2022-06-30 | $448,292 | 32,746 | Shares | Sole | 2024-02-14 |
| 2022-03-31 | $440,761 | 32,746 | Shares | Sole | 2024-02-14 |
| 2021-12-31 | $338,266 | 32,746 | Shares | Sole | 2024-02-14 |
| 2021-09-30 | $394,589 | 32,746 | Shares | Sole | 2024-02-14 |
| 2021-06-30 | $352,019 | 32,746 | Shares | Sole | 2024-02-14 |
| 2021-03-31 | $285,545 | 32,746 | Shares | Sole | 2024-02-14 |
| 2020-12-31 | $218,743 | 32,746 | Shares | Sole | 2024-02-13 |