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Disclosery

Bartlett & Co. LLC: XLC position timeline

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

Bartlett & Co. LLC held 32,494 XLC 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 32,494 shares
    Change vs previous 13F +8,254 shares

    0.04% of the 13F portfolio, value $2,375,000.

    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 24,240 shares
    Change vs previous 13F -45 shares

    0.03% of the 13F portfolio, value $1,589,000.

    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 24,285 shares
    Change vs previous 13F -1,186 shares

    0.03% of the 13F portfolio, value $1,580,000.

    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 25,471 shares
    Change vs previous 13F -539 shares

    0.03% of the 13F portfolio, value $1,477,000.

    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 26,010 shares
    Change vs previous 13F +20,091 shares

    0.03% of the 13F portfolio, value $1,248,000.

    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 5,919 shares
    Change vs previous 13F -201 shares

    0.01% of the 13F portfolio, value $283,000.

    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 6,120 shares
    Change vs previous 13F +4,140 shares

    0.01% of the 13F portfolio, value $332,000.

    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 1,980 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $136,000.

    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).