BARTLETT & CO. WEALTH MANAGEMENT LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Cincinnati, OH
CIK
0002010186
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 1,277 6,160,143 AAPL, MSFT, GOOG, BRK-B 13F-HR 2/14/2024 000201018624000024
Q3 2023 1,213 5,570,414 AAPL, MSFT, GOOG, BRK-B 13F-HR 2/14/2024 000201018624000023
Q2 2023 1,188 5,781,637 AAPL, MSFT, GOOG, PG 13F-HR 2/14/2024 000201018624000022
Q1 2023 1,085 5,177,620 AAPL, MSFT, GOOG, PG 13F-HR 2/14/2024 000201018624000021
Q4 2022 1,124 4,970,953 AAPL, MSFT, PG, BRK-B 13F-HR 2/14/2024 000201018624000020
Q3 2022 1,216 4,652,043 AAPL, MSFT, GOOG, PG 13F-HR 2/14/2024 000201018624000019
Q2 2022 1,334 4,936,594 AAPL, MSFT, GOOG, PG 13F-HR 2/14/2024 000201018624000018
Q1 2022 1,086 5,721,305 AAPL, MSFT, GOOG, PG 13F-HR 2/14/2024 000201018624000017
Q4 2021 406 5,896,817 AAPL, MSFT, GOOG, PG 13F-HR 2/14/2024 000201018624000016
Q3 2021 946 5,246,839 MSFT, AAPL, GOOG, ABT 13F-HR 2/13/2024 000201018624000015
Q2 2021 1,082 5,243,760 AAPL, MSFT, GOOG, MA 13F-HR 2/13/2024 000201018624000014
Q1 2021 1,114 4,974,213 AAPL, MSFT, GOOG, ABT 13F-HR 2/13/2024 000201018624000013
Q4 2020 1,215 4,688,907 AAPL, MSFT, MA, DIS 13F-HR 2/13/2024 000201018624000012
Q3 2020 851 4,263,753 AAPL, MSFT, MA, ABT 13F-HR 2/13/2024 000201018624000011
Q2 2020 854 3,831,672 MSFT, AAPL, MA, ABT 13F-HR 2/13/2024 000201018624000010
Q1 2020 852 3,284,445 MSFT, AAPL, MA, BRK-B 13F-HR 2/13/2024 000201018624000009
Q4 2019 869 4,099,147 MSFT, AAPL, MA, BRK-B 13F-HR 2/13/2024 000201018624000008
Q3 2019 879 3,811,639 MSFT, AAPL, MA, BRK-B 13F-HR 2/13/2024 000201018624000007
Q2 2019 770 2,682,532 MSFT, MA, AAPL, BRK-B 13F-HR 2/13/2024 000201018624000006
Q1 2019 741 2,612,967 MSFT, MA, AAPL, BRK-B 13F-HR 2/13/2024 000201018624000005
Q4 2018 703 2,348,061 MSFT, MA, AAPL, BRK-B 13F-HR 2/13/2024 000201018624000004
Q3 2018 717 2,667,702 AAPL, MSFT, MA, IEFA 13F-HR 2/13/2024 000201018624000003
Q2 2018 717 2,460,933 AAPL, MSFT, MA, USB 13F-HR 2/13/2024 000201018624000002
Q1 2018 748 2,423,727 AAPL, MSFT, MA, USB 13F-HR 2/13/2024 000201018624000001