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Disclosery

BARTLETT & CO. WEALTH MANAGEMENT LLC: WMT position timeline

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

BARTLETT & CO. WEALTH MANAGEMENT LLC held 356,966 WMT 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 356,966 shares
    Change vs previous 13F -1,704 shares

    0.51% of the 13F portfolio, value $40,429,961.

    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 358,670 shares
    Change vs previous 13F -23,243 shares

    0.6% of the 13F portfolio, value $46,745,473.

    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 381,913 shares
    Change vs previous 13F -4,136 shares

    0.56% of the 13F portfolio, value $42,637,125.

    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 386,049 shares
    Change vs previous 13F -17,149 shares

    0.53% of the 13F portfolio, value $39,786,153.

    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 403,198 shares
    Change vs previous 13F -4,050 shares

    0.55% of the 13F portfolio, value $39,424,742.

    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 407,248 shares
    Change vs previous 13F -4,999 shares

    0.53% of the 13F portfolio, value $35,848,232.

    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 412,247 shares
    Change vs previous 13F -1,395 shares

    0.54% of the 13F portfolio, value $37,332,251.

    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 413,642 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $33,401,568.

    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).