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Disclosery

Bartlett & Co. LLC: IWB position timeline

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

Bartlett & Co. LLC held 37,721 IWB shares at 2023-12-31 per its 13F-HR filed 2024-01-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 37,721 shares
    Change vs previous 13F +539 shares

    0.16% of the 13F portfolio, value $9,927,000.

    13F-HR 0001550075-24-000001 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-09-30
    13F 37,182 shares
    Change vs previous 13F +30,928 shares

    0.16% of the 13F portfolio, value $8,772,000.

    13F-HR 0001550075-23-000004 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 6,254 shares
    Change vs previous 13F +569 shares

    0.03% of the 13F portfolio, value $1,524,000.

    13F-HR 0001550075-23-000003 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 5,685 shares
    Change vs previous 13F -443 shares

    0.02% of the 13F portfolio, value $1,280,000.

    13F-HR 0001550075-23-000002 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-12-31
    13F 6,128 shares
    Change vs previous 13F -2,400 shares

    0.03% of the 13F portfolio, value $1,290,000.

    13F-HR 0001550075-23-000001 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-09-30
    13F 8,528 shares
    Change vs previous 13F +2,643 shares

    0.04% of the 13F portfolio, value $1,683,000.

    13F-HR 0001550075-22-000007 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2022-06-30
    13F 5,885 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,223,000.

    13F-HR 0001550075-22-000006 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-03-31
    13F 5,885 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,472,000.

    13F-HR 0001550075-22-000004 filed by Bartlett & Co. LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).