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BARTLETT & CO. WEALTH MANAGEMENT LLC: FDX position timeline

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

BARTLETT & CO. WEALTH MANAGEMENT LLC held 29,219 FDX 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 29,219 shares
    Change vs previous 13F -842 shares

    0.11% of the 13F portfolio, value $9,177,290.

    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 30,061 shares
    Change vs previous 13F -8,147 shares

    0.14% of the 13F portfolio, value $10,755,944.

    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 38,208 shares
    Change vs previous 13F -14,727 shares

    0.14% of the 13F portfolio, value $11,079,084.

    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 52,935 shares
    Change vs previous 13F -8,400 shares

    0.17% of the 13F portfolio, value $12,540,930.

    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 61,335 shares
    Change vs previous 13F -171,579 shares

    0.2% of the 13F portfolio, value $14,006,485.

    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 232,914 shares
    Change vs previous 13F -9,226 shares

    0.84% of the 13F portfolio, value $57,102,314.

    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 242,140 shares
    Change vs previous 13F -20,665 shares

    0.99% of the 13F portfolio, value $68,468,546.

    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 262,805 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $72,289,132.

    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).