BARTLETT & CO. WEALTH MANAGEMENT LLC: SCZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BARTLETT & CO. WEALTH MANAGEMENT LLC on SCZ, newest first. How the timeline and the estimate are built.
BARTLETT & CO. WEALTH MANAGEMENT LLC held 34,531 SCZ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 34,531 sharesChange vs previous 13F -200 shares
0.04% of the 13F portfolio, value $2,840,865.
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 34,731 sharesChange vs previous 13F -3,125 shares
0.04% of the 13F portfolio, value $2,871,212.
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 37,856 sharesChange vs previous 13F -3,130 shares
0.04% of the 13F portfolio, value $2,934,976.
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 40,986 sharesChange vs previous 13F -1,476 shares
0.04% of the 13F portfolio, value $3,144,446.
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 42,462 sharesChange vs previous 13F -2,928 shares
0.04% of the 13F portfolio, value $3,086,138.
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 45,390 sharesChange vs previous 13F -3,520 shares
0.04% of the 13F portfolio, value $2,883,627.
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 48,910 sharesChange vs previous 13F -1,225 shares
0.04% of the 13F portfolio, value $2,971,283.
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 50,135 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $3,394,140.
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).