BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in UNFI — United Natural Foods Inc
CIK 2010186
CINCINNATI, OH
Position in UNFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,115
+$69 QoQ
Shares Held
112
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#315
of 357 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNFI Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $4,324,584 across 3 Food Distribution names. UNFI ranks #3 (0.1% of the industry book) .
All Filings in UNFI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,115 | 112 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,046 | 112 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,592 | 77 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,896 | 77 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,794 | 77 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,109 | 77 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,102 | 77 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,295 | 77 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,008 | 77 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $884 | 77 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,249 | 77 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,088 | 77 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,505 | 77 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $2,028 | 77 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $2,980 | 77 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $2,646 | 77 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $3,033 | 77 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $3,183 | 77 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $3,728 | 77 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $2,847 | 77 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $2,536 | 77 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,229 | 77 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $1,144 | 77 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,402 | 77 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $706 | 77 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||