Position in KMX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$211
-$8,271 QoQ
Shares Held
4
-98.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#543
of 553 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $20,738 across 4 Auto & Truck Dealerships names. KMX ranks #3 (1.0% of the industry book) .
All Filings in KMX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211 | 4 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,482 | 204 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $32,650 | 845 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $75,695 | 1,687 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $56,792 | 845 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $65,998 | 847 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $69,087 | 845 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $65,386 | 845 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $61,972 | 845 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $73,607 | 845 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $64,845 | 845 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $59,766 | 845 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $70,726 | 845 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $54,316 | 845 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $51,452 | 845 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $56,381 | 854 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $76,455 | 845 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $81,525 | 845 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $47,985 | 375 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $48,431 | 375 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $49,747 | 375 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $35,422 | 375 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $34,466 | 375 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $33,581 | 375 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $20,186 | 375 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||