BARTLETT & CO. WEALTH MANAGEMENT LLC
Holdings in TCPC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $105,571 | 19,300 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $119,660 | 19,300 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $154,000 | 20,000 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $128,160 | 16,000 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $139,360 | 16,000 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $99,480 | 12,000 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $183,600 | 17,000 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $177,310 | 17,000 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $219,260 | 19,000 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $176,100 | 15,000 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $163,650 | 15,000 | Shares | Sole | 2024-02-14 |