BARTLETT & CO. WEALTH MANAGEMENT LLC: IJH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARTLETT & CO. WEALTH MANAGEMENT LLC on IJH, newest first. How the timeline and the estimate are built.
BARTLETT & CO. WEALTH MANAGEMENT LLC held 1,205,401 IJH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,205,401 sharesChange vs previous 13F +121,159 shares
1.16% of the 13F portfolio, value $92,948,461.
13F-HR 0002010186-26-000003 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,084,242 sharesChange vs previous 13F +224,632 shares
1% of the 13F portfolio, value $78,445,003.
13F-HR 0002010186-26-000002 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 859,610 sharesChange vs previous 13F +46,908 shares
0.74% of the 13F portfolio, value $56,734,389.
13F-HR 0002010186-26-000001 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 812,702 sharesChange vs previous 13F +41,290 shares
0.7% of the 13F portfolio, value $53,036,943.
13F-HR 0002010186-25-000007 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 771,412 sharesChange vs previous 13F +116,482 shares
0.67% of the 13F portfolio, value $47,842,998.
13F-HR 0002010186-25-000004 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 654,930 sharesChange vs previous 13F +45,640 shares
0.56% of the 13F portfolio, value $38,215,161.
13F-HR 0002010186-25-000002 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 609,290 sharesChange vs previous 13F +38,248 shares
0.55% of the 13F portfolio, value $37,964,860.
13F-HR 0002010186-25-000001 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 571,042 sharesChange vs previous 13F not available
0.51% of the 13F portfolio, value $35,587,337.
13F-HR 0002010186-24-000029 filed by BARTLETT & CO. WEALTH MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).