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BARTLETT & CO. WEALTH MANAGEMENT LLC: TMO position timeline

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

BARTLETT & CO. WEALTH MANAGEMENT LLC held 167,029 TMO 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 167,029 shares
    Change vs previous 13F -15,909 shares

    1.05% of the 13F portfolio, value $83,811,151.

    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 182,938 shares
    Change vs previous 13F -11,431 shares

    1.08% of the 13F portfolio, value $84,626,851.

    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 194,369 shares
    Change vs previous 13F +2,109 shares

    1.47% of the 13F portfolio, value $112,700,995.

    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 192,260 shares
    Change vs previous 13F +1,396 shares

    1.23% of the 13F portfolio, value $93,322,856.

    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 190,864 shares
    Change vs previous 13F +912 shares

    1.08% of the 13F portfolio, value $77,459,077.

    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 189,952 shares
    Change vs previous 13F +9,989 shares

    1.39% of the 13F portfolio, value $94,600,945.

    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 179,963 shares
    Change vs previous 13F +79 shares

    1.36% of the 13F portfolio, value $93,692,130.

    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 179,884 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $111,340,139.

    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).