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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

PSA.PH holding history

Public Storage 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.

PSA.PH overviewAll 13F holders of PSA.PHFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2021
Holdings of PSA.PH by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−110,006−100.0%Sold outHolders
Q4 2023110,006$2.77M<0.1%−11,495−9.5%ReducedHolders
Q3 2023121,501$2.95M0.1%−575−0.5%ReducedHolders
Q2 2023122,076$3.14M0.1%+2,175+1.8%AddedHolders
Q1 2023119,901$3.05M0.1%+800+0.7%AddedHolders
Q4 2022119,101$2.77M0.1%−14,180−10.6%ReducedHolders
Q3 2022133,281$3.19M0.1%−12,091−8.3%ReducedHolders
Q2 2022145,372$3.67M0.1%−2,790−1.9%ReducedHolders
Q1 2022148,162$3.87M0.1%+1,210+0.8%AddedHolders
Q4 2021146,952$3.99M0.1%+146,952NewHolders