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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

ITI holding history

Iteris, Inc. in every 13F filed by Bartlett & Co. Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ITI overviewAll 13F holders of ITIFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of ITI by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−34,355−100.0%Sold outHolders
Q3 202434,355$245.3K<0.1%00.0%UnchangedHolders
Q2 202434,355$148.8K<0.1%−6,461−15.8%ReducedHolders
Q1 202440,816$201.6K<0.1%00.0%UnchangedHolders
Q4 202340,816$216.7K<0.1%−6,350−13.5%ReducedHolders
Q3 202347,166$195.3K<0.1%+1,800+4.0%AddedHolders
Q2 202345,366$179.6K<0.1%00.0%UnchangedHolders
Q1 202345,366$212.8K<0.1%00.0%UnchangedHolders
Q4 202245,366$141.1K<0.1%00.0%UnchangedHolders
Q3 202245,366$134.7K<0.1%00.0%UnchangedHolders
Q2 202245,366$131.1K<0.1%00.0%UnchangedHolders
Q1 202245,366$135.2K<0.1%00.0%UnchangedHolders
Q4 202145,366$181.5K<0.1%+45,366NewHolders