BARTLETT & CO. WEALTH MANAGEMENT LLC
Holdings in USA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $981,162 | 156,236 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $952,496 | 150,236 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $1,023,107 | 150,236 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $984,045 | 150,236 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $1,134,490 | 163,236 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $1,158,975 | 163,236 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $1,112,194 | 163,558 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $1,112,239 | 155,558 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $864,860 | 135,558 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $885,383 | 149,558 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $1,012,930 | 156,558 | Shares | Sole | 2024-02-14 |
| 2023-03-31 | $3,459 | 558 | Shares | Sole | 2024-02-14 |
| 2022-12-31 | $3,180 | 558 | Shares | Sole | 2024-02-14 |
| 2022-09-30 | $3,085 | 558 | Shares | Sole | 2024-02-14 |
| 2022-06-30 | $3,504 | 558 | Shares | Sole | 2024-02-14 |
| 2022-03-31 | $4,508 | 558 | Shares | Sole | 2024-02-14 |
| 2021-09-30 | $4,798 | 558 | Shares | Sole | 2024-02-14 |
| 2021-06-30 | $5,044 | 558 | Shares | Sole | 2024-02-14 |
| 2021-03-31 | $4,257 | 558 | Shares | Sole | 2024-02-14 |
| 2020-12-31 | $34,396 | 4,985 | Shares | Sole | 2024-02-13 |
| 2020-09-30 | $29,959 | 4,985 | Shares | Sole | 2024-02-13 |
| 2020-06-30 | $28,514 | 4,985 | Shares | Sole | 2024-02-13 |
| 2020-03-31 | $21,426 | 4,427 | Shares | Sole | 2024-02-13 |