BARTLETT & CO. WEALTH MANAGEMENT LLC historic quarter change: Foreign Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), over 33 quarters from 2018-03-31 to 2026-06-30, BARTLETT & CO. WEALTH MANAGEMENT LLC opened 14 positions, added to 5, reduced 7 and sold out of 17.
- Q1 2023: Stock Graphite One Inc F; Country of operation —; Class COM; Shares before 0.
- Q1 2022: Stock Schneider SA Ex Spie Batig SHS; Country of operation —; Class COM; Shares before 0.
- Q1 2022: Stock Endeavour MNG PLC Ordf Canadian Shares; Country of operation —; Class COM; Shares before 0.
- Q1 2022: Stock Nestle SA Ordf; Country of operation —; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2010186), 33 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-06); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-22); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-02-14); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-02-14); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-02-14); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-02-14); Q4 2022 (2022-09-30 to 2022-12-31, filed 2024-02-14); Q3 2022 (2022-06-30 to 2022-09-30, filed 2024-02-14); Q2 2022 (2022-03-31 to 2022-06-30, filed 2024-02-14); Q1 2022 (2021-12-31 to 2022-03-31, filed 2024-02-14); Q4 2021 (2021-09-30 to 2021-12-31, filed 2024-02-14); Q3 2021 (2021-06-30 to 2021-09-30, filed 2024-02-14); Q2 2021 (2021-03-31 to 2021-06-30, filed 2024-02-14); Q1 2021 (2020-12-31 to 2021-03-31, filed 2024-02-14); Q4 2020 (2020-09-30 to 2020-12-31, filed 2024-02-13); Q3 2020 (2020-06-30 to 2020-09-30, filed 2024-02-13); Q2 2020 (2020-03-31 to 2020-06-30, filed 2024-02-13); Q1 2020 (2019-12-31 to 2020-03-31, filed 2024-02-13); Q4 2019 (2019-09-30 to 2019-12-31, filed 2024-02-13); Q3 2019 (2019-06-30 to 2019-09-30, filed 2024-02-13); Q2 2019 (2019-03-31 to 2019-06-30, filed 2024-02-13); Q1 2019 (2018-12-31 to 2019-03-31, filed 2024-02-13); Q4 2018 (2018-09-30 to 2018-12-31, filed 2024-02-13); Q3 2018 (2018-06-30 to 2018-09-30, filed 2024-02-13); Q2 2018 (2018-03-31 to 2018-06-30, filed 2024-02-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-03-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Summit Financial, LLC | United States | $7.849B | 1,397 |
| Illinois Municipal Retirement Fund | United States | $7.859B | 1,127 |
| PINNACLE ASSOCIATES LTD | United States | $7.781B | 960 |
| EVERETT HARRIS & CO /CA/ | United States | $7.767B | 325 |
| Champlain Investment Partners, LLC | United States | $7.880B | 130 |
| BRIDGES INVESTMENT MANAGEMENT INC | United States | $7.883B | 869 |
| Investment Management Corp of Ontario | Canada | $7.760B | 664 |
| PointState Capital LP | United States | $7.896B | 46 |
| Whale Rock Capital Management LLC | United States | $7.742B | 35 |
| WELCH & FORBES LLC | United States | $7.735B | 368 |