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Disclosery

Bartlett & Co. LLC: SMB position timeline

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

Bartlett & Co. LLC held 83,907 SMB 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 83,907 shares
    Change vs previous 13F +5,505 shares

    0.02% of the 13F portfolio, value $1,432,000.

    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 78,402 shares
    Change vs previous 13F -8,829 shares

    0.02% of the 13F portfolio, value $1,309,000.

    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 87,231 shares
    Change vs previous 13F -12,590 shares

    0.03% of the 13F portfolio, value $1,469,000.

    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 99,821 shares
    Change vs previous 13F -710 shares

    0.03% of the 13F portfolio, value $1,697,000.

    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 100,531 shares
    Change vs previous 13F -22,131 shares

    0.03% of the 13F portfolio, value $1,697,000.

    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 122,662 shares
    Change vs previous 13F -66,169 shares

    0.04% of the 13F portfolio, value $2,040,000.

    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 188,831 shares
    Change vs previous 13F -20,909 shares

    0.07% of the 13F portfolio, value $3,229,000.

    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 209,740 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,588,000.

    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).