BARTLETT & CO. WEALTH MANAGEMENT LLC
CIK
0002010186
City
CINCINNATI
State / Country
OH
Holdings in NAZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $313,632 | 26,400 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $312,840 | 26,400 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $308,616 | 26,400 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $318,384 | 26,400 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $277,672 | 24,400 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $276,588 | 23,400 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $261,144 | 23,400 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $256,932 | 23,400 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $250,614 | 23,400 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $443,943 | 46,100 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $484,825 | 45,100 | Shares | Sole | 2024-02-14 |
| 2023-03-31 | $523,190 | 46,300 | Shares | Sole | 2024-02-14 |
| 2022-12-31 | $653,976 | 58,600 | Shares | Sole | 2024-02-14 |
| 2022-09-30 | $706,128 | 56,400 | Shares | Sole | 2024-02-14 |
| 2022-06-30 | $724,176 | 56,400 | Shares | Sole | 2024-02-14 |
| 2022-03-31 | $704,480 | 51,800 | Shares | Sole | 2024-02-14 |
| 2021-12-31 | $818,400 | 51,150 | Shares | Sole | 2024-02-14 |
| 2021-09-30 | $802,032 | 51,150 | Shares | Sole | 2024-02-14 |
| 2021-06-30 | $763,358 | 47,150 | Shares | Sole | 2024-02-14 |
| 2021-03-31 | $638,572 | 42,150 | Shares | Sole | 2024-02-14 |
| 2020-12-31 | $624,484 | 39,350 | Shares | Sole | 2024-02-13 |
| 2020-09-30 | $542,426 | 36,950 | Shares | Sole | 2024-02-13 |
| 2020-06-30 | $469,200 | 34,500 | Shares | Sole | 2024-02-13 |
| 2020-03-31 | $427,800 | 34,500 | Shares | Sole | 2024-02-13 |