Position in RBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$61,829
+$9,690 QoQ
Shares Held
96
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#595
of 683 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RBC Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $3,196,571 across 5 Tools & Accessories names. RBC ranks #4 (1.9% of the industry book) .
All Filings in RBC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,829 | 96 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $52,139 | 96 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $43,049 | 96 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $37,467 | 96 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $36,940 | 96 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $30,889 | 96 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $28,717 | 96 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $28,740 | 96 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $25,898 | 96 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $25,953 | 96 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $27,349 | 96 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,476 | 96 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $20,877 | 96 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $22,342 | 96 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $20,097 | 96 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $19,949 | 96 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $24,783 | 134 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $2,506 | 14 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||