Bartlett & Co. Wealth Management LLC
- SEC CIK
- 0002010186
- Latest filing
- Jul 24, 2026
TRU holding history
TransUnion 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.
TRU overviewAll 13F holders of TRUFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −45−100.0% | Sold out | Holders |
| Q2 2023 | 45 | $3.52K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 45 | $2.80K | <0.1% | −45−50.0% | Reduced | Holders |
| Q4 2022 | 90 | $5.11K | <0.1% | −25−21.7% | Reduced | Holders |
| Q3 2022 | 115 | $6.84K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 115 | $9.20K | <0.1% | +115 | New | Holders |