BARTLETT & CO. WEALTH MANAGEMENT LLC
Holdings in WSBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,719,995 | 81,829 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $2,612,799 | 81,829 | Shares | Sole | 2025-10-09 |
| 2025-06-30 | $2,595,209 | 82,049 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $2,540,237 | 82,049 | Shares | Sole | 2025-04-24 |
| 2024-12-31 | $2,669,874 | 82,049 | Shares | Sole | 2025-01-17 |
| 2024-09-30 | $2,443,419 | 82,049 | Shares | Sole | 2024-10-17 |
| 2024-06-30 | $2,356,552 | 84,434 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $2,516,977 | 84,434 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $2,801,560 | 89,307 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,180,876 | 89,307 | Shares | Sole | 2024-02-14 |
| 2023-06-30 | $2,287,152 | 89,307 | Shares | Sole | 2024-02-14 |
| 2021-09-30 | $16,869 | 495 | Shares | Sole | 2024-02-14 |
| 2021-06-30 | $17,636 | 495 | Shares | Sole | 2024-02-14 |
| 2021-03-31 | $17,849 | 495 | Shares | Sole | 2024-02-14 |
| 2020-12-31 | $14,830 | 495 | Shares | Sole | 2024-02-13 |
| 2020-09-30 | $10,573 | 495 | Shares | Sole | 2024-02-13 |
| 2020-06-30 | $10,053 | 495 | Shares | Sole | 2024-02-13 |
| 2020-03-31 | $11,731 | 495 | Shares | Sole | 2024-02-13 |