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Disclosery

Bartlett & Co. LLC: XLK position timeline

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

Bartlett & Co. LLC held 54,423 XLK 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 54,423 shares
    Change vs previous 13F +20,886 shares

    0.17% of the 13F portfolio, value $10,507,000.

    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 33,537 shares
    Change vs previous 13F -18,719 shares

    0.1% of the 13F portfolio, value $5,496,000.

    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 52,256 shares
    Change vs previous 13F +2,426 shares

    0.16% of the 13F portfolio, value $9,085,000.

    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 49,830 shares
    Change vs previous 13F -4,888 shares

    0.15% of the 13F portfolio, value $7,525,000.

    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 54,718 shares
    Change vs previous 13F +10,605 shares

    0.14% of the 13F portfolio, value $6,809,000.

    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 44,113 shares
    Change vs previous 13F +982 shares

    0.11% of the 13F portfolio, value $5,240,000.

    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 43,131 shares
    Change vs previous 13F +3,025 shares

    0.11% of the 13F portfolio, value $5,483,000.

    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 40,106 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,374,000.

    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).