BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in STLD — Steel Dynamics Inc
CIK 2010186
CINCINNATI, OH
Position in STLD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$73,427
+$17,087 QoQ
Shares Held
320
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#827
of 1,017 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STLD Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $166,519 across 4 Steel names. STLD ranks #1 (44.1% of the industry book) .
All Filings in STLD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,427 | 320 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $56,340 | 313 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $29,992 | 177 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $52,565 | 377 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $38,659 | 302 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $37,649 | 301 | Shares | Sole | 2025-04-24 | |
| 2021-06-30 | $1,311 | 22 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,116 | 22 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $811 | 22 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||