Bartlett & Co. LLC: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bartlett & Co. LLC on IVE, newest first. How the timeline and the estimate are built.

Bartlett & Co. LLC held 35,158 IVE shares at 2023-12-31 per its 13F-HR filed 2024-01-08.

the latest 13F is the newest step

period ended2023-12-31
13F 35,158 shares
Change vs previous 13F -16,341 shares
0.1% of the 13F portfolio, value $6,125,000.
13F-HR 0001550075-24-000001 filed by Bartlett & Co. LLC
Filed 2024-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 51,499 shares
Change vs previous 13F +1,134 shares
0.14% of the 13F portfolio, value $7,966,000.
13F-HR 0001550075-23-000004 filed by Bartlett & Co. LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 50,365 shares
Change vs previous 13F +4 shares
0.14% of the 13F portfolio, value $8,118,000.
13F-HR 0001550075-23-000003 filed by Bartlett & Co. LLC
Filed 2023-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 50,361 shares
Change vs previous 13F +4,839 shares
0.15% of the 13F portfolio, value $7,643,000.
13F-HR 0001550075-23-000002 filed by Bartlett & Co. LLC
Filed 2023-04-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 45,522 shares
Change vs previous 13F +96 shares
0.13% of the 13F portfolio, value $6,604,000.
13F-HR 0001550075-23-000001 filed by Bartlett & Co. LLC
Filed 2023-01-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 45,426 shares
Change vs previous 13F +824 shares
0.13% of the 13F portfolio, value $5,838,000.
13F-HR 0001550075-22-000007 filed by Bartlett & Co. LLC
Filed 2022-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 44,602 shares
Change vs previous 13F +902 shares
0.12% of the 13F portfolio, value $6,131,000.
13F-HR 0001550075-22-000006 filed by Bartlett & Co. LLC
Filed 2022-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 43,700 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $6,805,000.
13F-HR 0001550075-22-000004 filed by Bartlett & Co. LLC
Filed 2022-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).