BARTLETT & CO. WEALTH MANAGEMENT LLC
Holdings in CFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $22,982,711 | 181,495 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $43,091,785 | 339,921 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $49,158,451 | 382,437 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $46,542,849 | 371,748 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $49,214,841 | 366,591 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $40,756,191 | 364,350 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $37,437,239 | 368,368 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $42,580,728 | 378,260 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $40,333,218 | 371,769 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $34,225,914 | 375,243 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $40,400,741 | 375,716 | Shares | Sole | 2024-02-14 |
| 2023-03-31 | $27,286,536 | 259,033 | Shares | Sole | 2024-02-14 |
| 2022-12-31 | $17,879,032 | 133,725 | Shares | Sole | 2024-02-14 |
| 2022-09-30 | $15,581,862 | 117,848 | Shares | Sole | 2024-02-14 |
| 2022-06-30 | $13,179,112 | 113,174 | Shares | Sole | 2024-02-14 |
| 2022-03-31 | $16,028,570 | 115,805 | Shares | Sole | 2024-02-14 |
| 2021-12-31 | $14,527,928 | 115,237 | Shares | Sole | 2024-02-14 |
| 2021-09-30 | $13,729,316 | 115,742 | Shares | Sole | 2024-02-14 |
| 2021-06-30 | $12,959,184 | 115,707 | Shares | Sole | 2024-02-14 |
| 2021-03-31 | $12,768,315 | 117,399 | Shares | Sole | 2024-02-14 |
| 2020-12-31 | $10,877,842 | 124,703 | Shares | Sole | 2024-02-13 |
| 2020-09-30 | $8,272,891 | 129,365 | Shares | Sole | 2024-02-13 |
| 2020-06-30 | $10,372,512 | 138,837 | Shares | Sole | 2024-02-13 |
| 2020-03-31 | $7,982,544 | 143,082 | Shares | Sole | 2024-02-13 |