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Disclosery

Bartlett & Co. LLC: IWP position timeline

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

Bartlett & Co. LLC held 131,465 IWP 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 131,465 shares
    Change vs previous 13F -28,671 shares

    0.22% of the 13F portfolio, value $13,820,000.

    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 160,136 shares
    Change vs previous 13F +3,592 shares

    0.26% of the 13F portfolio, value $14,657,000.

    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 156,544 shares
    Change vs previous 13F -4,521 shares

    0.26% of the 13F portfolio, value $15,127,000.

    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 161,065 shares
    Change vs previous 13F +7,142 shares

    0.28% of the 13F portfolio, value $14,665,000.

    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 153,923 shares
    Change vs previous 13F -3,641 shares

    0.26% of the 13F portfolio, value $12,868,000.

    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 157,564 shares
    Change vs previous 13F -477 shares

    0.27% of the 13F portfolio, value $12,358,000.

    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 158,041 shares
    Change vs previous 13F +6,178 shares

    0.25% of the 13F portfolio, value $12,520,000.

    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 151,863 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $15,262,000.

    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).