BARTLETT & CO. WEALTH MANAGEMENT LLC historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 33 quarters from 2018-03-31 to 2026-06-30, BARTLETT & CO. WEALTH MANAGEMENT LLC opened 8 positions, added to 5, reduced 0 and sold out of 7.
- Q1 2024: Stock Prairie Shores Incratxxx Escrow Pending; Country of operation —; Class EX TRD EQ FD; Shares before 19.
- Q1 2024: Stock Soligor Intl Com; Country of operation —; Class EX TRD EQ FD; Shares before 105.
- Q2 2023: Stock Barcl Bank iPath Pure Be Bro Com ETN; Country of operation —; Class EX TRD EQ FD; Shares before 15,262.
- Q2 2023: Stock World Surveillance Group Inc Com; Country of operation —; Class EX TRD EQ FD; Shares before 15,900.
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.
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