Position in HUBS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$9,764
-$10,702 QoQ
Shares Held
40
-21.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HUBS Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $123,372,328 across 22 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
523,959 | $37,808,881 | |
| 2 | CRM |
Salesforce, Inc.
|
231,559 | $36,276,032 | |
| 3 | INTU |
Intuit Inc.
|
99,054 | $25,853,094 | |
| 4 | ADP |
Automatic Data Processing Inc
|
98,912 | $22,151,342 | |
| 5 | SHOP |
Shopify Inc.
|
2,107 | $240,577 | |
| 6 | DT |
Dynatrace, Inc.
|
5,239 | $230,044 | |
| 7 | ADSK |
Autodesk, Inc.
|
1,108 | $215,417 | |
| 8 | ADBE |
Adobe Inc.
|
935 | $191,693 |
All Filings in HUBS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,764 | 40 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,466 | 51 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $71,573 | 153 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $85,164 | 153 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $87,407 | 153 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $30,657 | 44 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $25,516 | 48 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $28,309 | 48 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $50,124 | 80 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $46,443 | 80 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,400 | 80 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $42,567 | 80 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $34,300 | 80 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $23,130 | 80 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $21,609 | 80 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $24,052 | 80 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $37,995 | 80 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $60,848 | 90 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $53,610 | 92 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $46,329 | 102 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $40,436 | 102 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||