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Disclosery

BARTLETT & CO. WEALTH MANAGEMENT LLC: WMB position timeline

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

BARTLETT & CO. WEALTH MANAGEMENT LLC held 74,121 WMB 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 74,121 shares
    Change vs previous 13F -224 shares

    0.07% of the 13F portfolio, value $5,510,155.

    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 74,345 shares
    Change vs previous 13F -1,650 shares

    0.07% of the 13F portfolio, value $5,606,356.

    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 75,995 shares
    Change vs previous 13F -655 shares

    0.06% of the 13F portfolio, value $4,568,109.

    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 76,650 shares
    Change vs previous 13F -2,557 shares

    0.06% of the 13F portfolio, value $4,855,778.

    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 79,207 shares
    Change vs previous 13F +582 shares

    0.07% of the 13F portfolio, value $4,974,992.

    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 78,625 shares
    Change vs previous 13F -3,203 shares

    0.07% of the 13F portfolio, value $4,698,630.

    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 81,828 shares
    Change vs previous 13F -4,793 shares

    0.06% of the 13F portfolio, value $4,428,531.

    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 86,621 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,954,249.

    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).