Position in WSO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,334
+$1,059 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#699
of 780 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WSO Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $2,212,408 across 6 Industrial Distribution names. WSO ranks #4 (0.4% of the industry book) .
All Filings in WSO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,334 | 20 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,275 | 20 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,108 | 30 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $8,086 | 20 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $8,832 | 20 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $10,166 | 20 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,477 | 20 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $9,837 | 20 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $9,264 | 20 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,639 | 20 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $8,569 | 20 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,554 | 20 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $7,629 | 20 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $6,363 | 20 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $4,988 | 20 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $5,149 | 20 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $22,449 | 94 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $1,587 | 6 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $1,719 | 6 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $1,564 | 6 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $1,359 | 6 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $1,397 | 6 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $1,066 | 6 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $948 | 6 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||