BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in PENN — PENN Entertainment, Inc.
CIK 2010186
CINCINNATI, OH
Position in PENN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,990
+$886 QoQ
Shares Held
140
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#315
of 378 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PENN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $61,770 across 6 Resorts & Casinos names. PENN ranks #4 (4.8% of the industry book) .
All Filings in PENN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,990 | 140 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,104 | 140 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,065 | 140 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,696 | 140 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,681 | 206 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,283 | 140 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,774 | 140 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,640 | 140 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,710 | 140 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||