Bartlett & Co. Wealth Management LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-24
- Total Holdings
- 1,229
- Total Value
- 6327103133
- Accession Number
- 0002010186-25-000002
- Form Type
- 13F-HR
- CIK
- 0002010186
- Manager Name
- Bartlett & Co. Wealth Management LLC
Data Enrichment
79% identified966 identified263 unidentified
Holdings
1,229 positions
Manager:
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Page 62 of 62
G9460G119
Shares:
4(+0.0%)
Value:
$20.0K(-28.6%)
G5784H106
Shares:
1(+0.0%)
Value:
$13.0K(-23.5%)
45784E304
Shares:
2
Value:
$3.0K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 3 | QoQ 0.00% (-0) | All Managers (Combined) | $26 | ||
| 25 | All Managers (Combined) | $23 | |||
| 2 | All Managers (Combined) | $23 | QoQ 0.00% (+$0)YoY -20.68% (-$6) | ||
(cusipG9460G119)✕ | 4 | All Managers (Combined) | $20 | ||
(cusipG5784H106)✕ | 1 | All Managers (Combined) | $13 | QoQ -23.52% (-$4)YoY -7.14% (-$1) | |
| 26 | All Managers (Combined) | $9 | |||
(cusip45784E304)✕ | 2 | QoQ NEW(+2) YoY NEW(+2) | All Managers (Combined) | $3 | QoQ NEW(+$3) YoY NEW(+$3) |
Cbdmd, Inc.(YCBDcusip12482W309) | 5 | QoQ NEW(+5) YoY NEW(+5) | All Managers (Combined) | $1 | QoQ NEW(+$1) YoY NEW(+$1) |
| 1 | QoQ NEW(+1) YoY NEW(+1) | All Managers (Combined) | $0 | QoQ NEW(+$0) YoY NEW(+$0) |