Position in RIO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$401,079
+$6,929 QoQ
Shares Held
4,225
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#572
of 963 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RIO Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $680,111 across 3 Other Industrial Metals & Mining names. RIO ranks #1 (59.0% of the industry book) .
All Filings in RIO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $401,079 | 4,225 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $394,150 | 4,225 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $338,126 | 4,225 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $278,892 | 4,225 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $369,403 | 6,333 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $392,022 | 6,525 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $383,735 | 6,525 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $502,816 | 7,065 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $465,795 | 7,065 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $450,323 | 7,065 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $526,059 | 7,065 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $475,072 | 7,465 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $476,565 | 7,465 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $92,267 | 1,345 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $95,764 | 1,345 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $74,055 | 1,345 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $84,302 | 1,382 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $108,138 | 1,345 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $89,872 | 1,345 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $113,335 | 1,351 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $104,905 | 1,351 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $101,622 | 1,351 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $81,224 | 1,345 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $12,640 | 225 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $10,251 | 225 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||