Position in TEM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$67,778
+$14,871 QoQ
Shares Held
1,170
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#348
of 482 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TEM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $408,900 across 4 Health Information Services names. TEM ranks #3 (16.6% of the industry book) .
All Filings in TEM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,778 | 1,170 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $52,907 | 1,170 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $69,088 | 1,170 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $64,568 | 800 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $50,832 | 800 | Shares | Sole | 2025-07-18 | |
| 2024-12-31 | $13,504 | 400 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $22,640 | 400 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||