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Disclosery

BARTLETT & CO. WEALTH MANAGEMENT LLC: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARTLETT & CO. WEALTH MANAGEMENT LLC on BSV, newest first. How the timeline and the estimate are built.

BARTLETT & CO. WEALTH MANAGEMENT LLC held 272,376 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,376 shares
    Change vs previous 13F -15,783 shares

    0.27% of the 13F portfolio, value $21,220,814.

    13F-HR 0002010186-26-000003 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 288,159 shares
    Change vs previous 13F -8,811 shares

    0.29% of the 13F portfolio, value $22,464,876.

    13F-HR 0002010186-26-000002 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 296,970 shares
    Change vs previous 13F -11,898 shares

    0.31% of the 13F portfolio, value $23,404,206.

    13F-HR 0002010186-26-000001 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 308,868 shares
    Change vs previous 13F +45,210 shares

    0.32% of the 13F portfolio, value $24,372,774.

    13F-HR 0002010186-25-000007 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 263,658 shares
    Change vs previous 13F +4,751 shares

    0.29% of the 13F portfolio, value $20,749,885.

    13F-HR 0002010186-25-000004 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 258,907 shares
    Change vs previous 13F +9,382 shares

    0.3% of the 13F portfolio, value $20,267,240.

    13F-HR 0002010186-25-000002 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 249,525 shares
    Change vs previous 13F -14,523 shares

    0.28% of the 13F portfolio, value $19,280,797.

    13F-HR 0002010186-25-000001 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 264,048 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $20,777,937.

    13F-HR 0002010186-24-000029 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).