BARTLETT & CO. WEALTH MANAGEMENT LLC
Holdings in BY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,910,705 | 134,158 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $3,720,201 | 134,158 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $3,586,043 | 134,158 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $3,509,573 | 134,158 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $3,890,582 | 134,158 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $3,591,409 | 134,158 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $3,184,910 | 134,158 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $2,913,911 | 134,158 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $3,160,762 | 134,158 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,644,254 | 134,158 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $2,426,918 | 134,158 | Shares | Sole | 2024-02-14 |
| 2023-03-31 | $2,900,495 | 134,158 | Shares | Sole | 2024-02-14 |
| 2022-12-31 | $3,081,609 | 134,158 | Shares | Sole | 2024-02-14 |
| 2022-09-30 | $2,716,699 | 134,158 | Shares | Sole | 2024-02-14 |
| 2022-06-30 | $3,192,960 | 134,158 | Shares | Sole | 2024-02-14 |
| 2022-03-31 | $3,579,335 | 134,158 | Shares | Sole | 2024-02-14 |
| 2021-12-31 | $3,669,221 | 134,158 | Shares | Sole | 2024-02-14 |