Skip to content

Bartlett & Co. LLC: IWO position timeline

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

Bartlett & Co. LLC held 9,051 IWO 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 9,051 shares
    Change vs previous 13F +125 shares

    0.04% of the 13F portfolio, value $2,320,000.

    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 8,926 shares
    Change vs previous 13F -85 shares

    0.04% of the 13F portfolio, value $2,005,000.

    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 9,011 shares
    Change vs previous 13F +994 shares

    0.04% of the 13F portfolio, value $2,187,000.

    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 8,017 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,818,000.

    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 8,017 shares
    Change vs previous 13F -542 shares

    0.03% of the 13F portfolio, value $1,720,000.

    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 8,559 shares
    Change vs previous 13F -215 shares

    0.04% of the 13F portfolio, value $1,768,000.

    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 8,774 shares
    Change vs previous 13F -1,378 shares

    0.04% of the 13F portfolio, value $1,810,000.

    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 10,152 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,596,000.

    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).