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Disclosery

Bartlett & Co. LLC: SCHA position timeline

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

Bartlett & Co. LLC held 53,794 SCHA 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 53,794 shares
    Change vs previous 13F -40 shares

    0.04% of the 13F portfolio, value $2,577,000.

    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 53,834 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,230,000.

    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 53,834 shares
    Change vs previous 13F +380 shares

    0.04% of the 13F portfolio, value $2,358,000.

    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 53,454 shares
    Change vs previous 13F -1,050 shares

    0.04% of the 13F portfolio, value $2,241,000.

    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 54,504 shares
    Change vs previous 13F +726 shares

    0.04% of the 13F portfolio, value $2,208,000.

    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 53,778 shares
    Change vs previous 13F +5,626 shares

    0.04% of the 13F portfolio, value $2,033,000.

    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 48,152 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,877,000.

    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 48,152 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,280,000.

    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).