Number of Shares
5,965
Previous 5,963 0.03%
Holding current value
$610 Million
Previous $462 Million 32.09%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025

BUY
N/A
2 Added 0.03%
5,965 $610 Million
Q1 2025

Apr 24, 2025

BUY
N/A
3 Added 0.05%
5,963 $462 Million
Q4 2024

Jan 17, 2025

BUY
N/A
5,960 New
5,960 $659 Million
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.