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Disclosery

Bartlett & Co. LLC: IWM position timeline

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

Bartlett & Co. LLC held 28,536 IWM 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 28,536 shares
    Change vs previous 13F +1,956 shares

    0.09% of the 13F portfolio, value $5,822,000.

    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 26,580 shares
    Change vs previous 13F +8,726 shares

    0.08% of the 13F portfolio, value $4,720,000.

    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 17,854 shares
    Change vs previous 13F -4 shares

    0.06% of the 13F portfolio, value $3,344,000.

    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 17,858 shares
    Change vs previous 13F -440 shares

    0.06% of the 13F portfolio, value $3,186,000.

    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 18,298 shares
    Change vs previous 13F +500 shares

    0.06% of the 13F portfolio, value $3,190,000.

    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 17,798 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $2,935,000.

    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 17,798 shares
    Change vs previous 13F +64 shares

    0.06% of the 13F portfolio, value $3,014,000.

    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 17,734 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,640,000.

    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).