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Disclosery

Bartlett & Co. LLC: XYZ position timeline

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

Bartlett & Co. LLC held 1,937 XYZ 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 1,937 shares
    Change vs previous 13F -1,090 shares

    <0.01% of the 13F portfolio, value $154,000.

    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 3,027 shares
    Change vs previous 13F -500 shares

    <0.01% of the 13F portfolio, value $134,000.

    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 3,527 shares
    Change vs previous 13F +3,527 shares

    <0.01% of the 13F portfolio, value $235,000.

    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 ended2022-09-30
    13F 0 shares
    Change vs previous 13F -27 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2022-06-30
    13F 27 shares
    Change vs previous 13F -73 shares

    <0.01% of the 13F portfolio, value $2,000.

    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).

  6. period ended2022-03-31
    13F 100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,000.

    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).