BARTLETT & CO. WEALTH MANAGEMENT LLC: IWN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARTLETT & CO. WEALTH MANAGEMENT LLC on IWN, newest first. How the timeline and the estimate are built.
BARTLETT & CO. WEALTH MANAGEMENT LLC held 14,167 IWN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 14,167 sharesChange vs previous 13F +35 shares
0.04% of the 13F portfolio, value $3,133,740.
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 14,132 sharesChange vs previous 13F -372 shares
0.04% of the 13F portfolio, value $2,919,106.
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 14,504 sharesChange vs previous 13F -28 shares
0.03% of the 13F portfolio, value $2,628,270.
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 14,532 sharesChange vs previous 13F +293 shares
0.03% of the 13F portfolio, value $2,569,403.
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 14,239 sharesChange vs previous 13F -145 shares
0.03% of the 13F portfolio, value $2,246,345.
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 14,384 sharesChange vs previous 13F -17 shares
0.03% of the 13F portfolio, value $2,171,696.
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 14,401 sharesChange vs previous 13F -273 shares
0.03% of the 13F portfolio, value $2,364,212.
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 14,674 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $2,447,917.
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).