Bartlett & Co. LLC: IWR position timeline

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

Bartlett & Co. LLC held 169,617 IWR 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 169,617 shares
Change vs previous 13F +40,826 shares
0.22% of the 13F portfolio, value $13,276,000.
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 128,791 shares
Change vs previous 13F +4,533 shares
0.16% of the 13F portfolio, value $8,961,000.
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 124,258 shares
Change vs previous 13F +11,650 shares
0.16% of the 13F portfolio, value $9,075,000.
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 112,608 shares
Change vs previous 13F +6,049 shares
0.15% of the 13F portfolio, value $7,874,000.
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 106,559 shares
Change vs previous 13F +7,073 shares
0.14% of the 13F portfolio, value $7,187,000.
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 99,486 shares
Change vs previous 13F +1,212 shares
0.13% of the 13F portfolio, value $6,183,000.
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 98,274 shares
Change vs previous 13F +5,284 shares
0.13% of the 13F portfolio, value $6,354,000.
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 92,990 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $7,257,000.
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).