Position in H
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,384
+$5,005 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#435
of 524 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in H Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $2,978,392 across 5 Lodging names. H ranks #5 (0.7% of the industry book) .
All Filings in H
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,384 | 100 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $14,379 | 100 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,032 | 100 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $14,193 | 100 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $13,965 | 100 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $12,250 | 100 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $15,698 | 100 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $15,220 | 100 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $15,192 | 100 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $15,962 | 100 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $13,041 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,608 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $11,458 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $11,179 | 100 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $9,045 | 100 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $8,096 | 100 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $7,391 | 100 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $9,545 | 100 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $7,710 | 100 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $7,764 | 100 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $8,270 | 100 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $7,425 | 100 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $5,337 | 100 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $5,029 | 100 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $4,790 | 100 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||