BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in PIPR — Piper Sandler Companies
CIK 2010186
CINCINNATI, OH
Position in PIPR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$53,820
-$3,133 QoQ
Shares Held
744
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 414 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $10,689,083 across 14 Capital Markets names. PIPR ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,802 | $4,766,530 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,336 | $3,373,930 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,712 | $1,634,286 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
8,328 | $724,869 | |
| 5 | PIPR |
Piper Sandler Companies
This page
|
744 | $53,820 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
331 | $33,192 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
217 | $29,106 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
320 | $20,041 |
All Filings in PIPR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,820 | 744 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $56,953 | 744 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $63,186 | 186 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $64,540 | 186 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $51,696 | 186 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $46,064 | 186 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $55,790 | 186 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $52,788 | 186 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $42,811 | 186 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $36,919 | 186 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $32,525 | 186 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,027 | 186 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $24,042 | 186 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $25,781 | 186 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $14,971 | 115 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $12,045 | 115 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $13,036 | 115 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $15,093 | 115 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $284,535 | 2,055 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $266,245 | 2,055 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $225,330 | 2,055 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $207,349 | 2,055 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $150,015 | 2,055 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $121,573 | 2,055 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $103,921 | 2,055 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||