Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

TRI holding history

Thomson Reuters Corp 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.

TRI overview All 13F holders of TRI Full Q2 2026 holdings

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2023

Holdings of TRI by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−17−100.0%	Sold out	Holders
Q1 2025	17	$2.94K	<0.1%	+17	New	Holders
Q1 2024	0	$0	0.0%	−80−100.0%	Sold out	Holders
Q4 2023	80	$11.6K	<0.1%	+80	New	Holders