Position in M
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,543
+$3,604 QoQ
Shares Held
660
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#371
of 484 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in M Over Time
Shares Held
Position Value (USD)
Position in Department Stores
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $15,543 across 1 Department Stores name. M ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | M |
Macy's, Inc.
This page
|
660 | $15,543 |
All Filings in M
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,543 | 660 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,939 | 660 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,871 | 357 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,401 | 357 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,162 | 357 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,738 | 218 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,878 | 170 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,667 | 170 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,264 | 170 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,939 | 97 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $965 | 48 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $557 | 48 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $770 | 48 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $839 | 48 | Shares | Sole | 2024-02-14 | |
| 2020-09-30 | $34 | 6 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $41 | 6 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $2,484 | 506 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||