BARTLETT & CO. WEALTH MANAGEMENT LLC
Holdings in DE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $98,874,032 | 212,372 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $93,821,521 | 205,182 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $100,654,578 | 197,948 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $92,568,023 | 197,226 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $86,330,146 | 203,753 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $85,121,548 | 203,967 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $78,293,792 | 209,549 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $86,799,219 | 211,324 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $82,673,522 | 206,751 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $77,661,784 | 205,792 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $83,357,307 | 205,724 | Shares | Sole | 2024-02-14 |
| 2023-03-31 | $83,446,763 | 202,109 | Shares | Sole | 2024-02-14 |
| 2022-12-31 | $85,753,715 | 200,004 | Shares | Sole | 2024-02-14 |
| 2022-09-30 | $67,197,031 | 201,255 | Shares | Sole | 2024-02-14 |
| 2022-06-30 | $58,359,515 | 194,876 | Shares | Sole | 2024-02-14 |
| 2022-03-31 | $78,811,931 | 189,698 | Shares | Sole | 2024-02-14 |
| 2021-12-31 | $64,422,173 | 187,880 | Shares | Sole | 2024-02-14 |
| 2021-09-30 | $62,551,537 | 186,682 | Shares | Sole | 2024-02-14 |
| 2021-06-30 | $64,895,112 | 183,990 | Shares | Sole | 2024-02-14 |
| 2021-03-31 | $78,344,167 | 209,398 | Shares | Sole | 2024-02-14 |
| 2020-12-31 | $57,005,775 | 211,878 | Shares | Sole | 2024-02-13 |
| 2020-09-30 | $47,061,800 | 212,344 | Shares | Sole | 2024-02-13 |
| 2020-06-30 | $33,988,716 | 216,282 | Shares | Sole | 2024-02-13 |
| 2020-03-31 | $30,343,113 | 219,623 | Shares | Sole | 2024-02-13 |