BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in HP — Helmerich & Payne, Inc.
CIK 2010186
CINCINNATI, OH
Position in HP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,370
-$1,645 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#288
of 372 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $20,422 across 3 Oil & Gas Drilling names. HP ranks #1 (80.2% of the industry book) .
All Filings in HP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,370 | 500 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,015 | 500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,340 | 500 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,045 | 500 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,580 | 500 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $13,060 | 500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $16,010 | 500 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $15,210 | 500 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $18,070 | 500 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $21,030 | 500 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $18,110 | 500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $21,080 | 500 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $17,725 | 500 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $17,875 | 500 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $24,983 | 504 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $18,632 | 504 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $21,702 | 504 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $21,561 | 504 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $13,705 | 500 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $16,315 | 500 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $13,480 | 500 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $11,580 | 500 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $21,975 | 1,500 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $29,265 | 1,500 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $48,515 | 3,100 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||