Position in DINO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$208
+$84 QoQ
Shares Held
3
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#676
of 682 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DINO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $6,469,406 across 5 Oil & Gas Refining & Marketing names. DINO ranks #5 (0.0% of the industry book) .
All Filings in DINO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208 | 3 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $124 | 2 | Shares | Sole | 2026-05-06 | |
| 2024-12-31 | $36,416 | 1,039 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $46,308 | 1,039 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $55,420 | 1,039 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $62,724 | 1,039 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $57,737 | 1,039 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $59,150 | 1,039 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $46,349 | 1,039 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $50,266 | 1,039 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $53,913 | 1,039 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $55,939 | 1,039 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $46,921 | 1,039 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $41,404 | 1,039 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||