Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Apple Inc | 26 | Q2 2024 | 6.5% |
Microsoft Corp | 26 | Q2 2024 | 6.6% |
Mastercard Inc Class A | 26 | Q2 2024 | 3.8% |
Alphabet Inc. Class C | 26 | Q2 2024 | 4.0% |
Berkshire Hathaway Inc Del CL B New | 26 | Q2 2024 | 2.9% |
Procter & Gamble Co | 26 | Q2 2024 | 2.8% |
Abbott Labs | 26 | Q2 2024 | 2.6% |
Lowes Cos Inc | 26 | Q2 2024 | 2.6% |
Pepsico Inc | 26 | Q2 2024 | 2.3% |
Amgen Inc. | 26 | Q2 2024 | 2.4% |
View BARTLETT & CO. WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-22 |
13F-HR | 2024-07-12 |
13F-HR | 2024-05-09 |
13F-HR | 2024-02-14 |
13F-HR | 2024-02-14 |
13F-HR | 2024-02-14 |
13F-HR | 2024-02-14 |
13F-HR | 2024-02-14 |
13F-HR | 2024-02-14 |
13F-HR | 2024-02-14 |
View BARTLETT & CO. WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.