Bartlett & Co. LLC: USIG position timeline

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

Bartlett & Co. LLC held 93,686 USIG 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 93,686 shares
Change vs previous 13F +93,686 shares
0.08% of the 13F portfolio, value $4,813,000.
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 ended2023-03-31
13F 0 shares
Change vs previous 13F -876 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2022-12-31
13F 876 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $43,000.
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).