BARTLETT & CO. WEALTH MANAGEMENT LLC
CIK
0002010186
City
CINCINNATI
State / Country
OH
Holdings in NAC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $481,257 | 40,750 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $468,625 | 40,750 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $455,177 | 40,750 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $458,030 | 40,750 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $417,730 | 37,000 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $391,181 | 32,900 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $338,982 | 29,400 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $369,170 | 33,500 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $382,605 | 34,500 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $544,742 | 56,450 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $606,606 | 55,550 | Shares | Sole | 2024-02-14 |
| 2023-03-31 | $611,605 | 55,550 | Shares | Sole | 2024-02-14 |
| 2022-12-31 | $603,315 | 54,500 | Shares | Sole | 2024-02-14 |
| 2022-09-30 | $532,045 | 48,500 | Shares | Sole | 2024-02-14 |
| 2022-06-30 | $573,345 | 46,500 | Shares | Sole | 2024-02-14 |
| 2022-03-31 | $590,400 | 45,000 | Shares | Sole | 2024-02-14 |
| 2021-12-31 | $688,160 | 44,000 | Shares | Sole | 2024-02-14 |
| 2021-09-30 | $604,065 | 38,500 | Shares | Sole | 2024-02-14 |
| 2021-06-30 | $634,000 | 40,000 | Shares | Sole | 2024-02-14 |
| 2021-03-31 | $572,110 | 38,500 | Shares | Sole | 2024-02-14 |
| 2020-12-31 | $568,500 | 37,500 | Shares | Sole | 2024-02-13 |
| 2020-09-30 | $538,720 | 37,000 | Shares | Sole | 2024-02-13 |
| 2020-06-30 | $513,720 | 36,000 | Shares | Sole | 2024-02-13 |
| 2020-03-31 | $475,043 | 34,700 | Shares | Sole | 2024-02-13 |