BARTLETT & CO. WEALTH MANAGEMENT LLC

Business address
600 Vine Street, Suite 2100, Cincinnati, OH, 45202
Top securities (13F)
MSFT, AAPL, GOOG, JPM, NVDA, VOO, BRKB, AMZN, MA, PG, TJX, ABT, COST, LOW, IEFA, META, LIN, GOOGL, AMGN, and DE
State of incorporation
DE
Fiscal year end
31 December
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BARTLETT & CO. WEALTH MANAGEMENT LLC has filed 33 SEC EDGAR filings since 13 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 09 Oct 2025 30 Sep 2025 028-23769
N-PX Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-23769
13F-HR Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-23769
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-23769
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-23769
13F-HR Open Document Open Filing 17 Oct 2024 30 Sep 2024 028-23769
N-PX Open Document Open Filing 22 Aug 2024 30 Jun 2024 028-23769
13F-HR Open Document Open Filing 12 Jul 2024 30 Jun 2024 028-23769
13F-HR Open Document Open Filing 09 May 2024 31 Mar 2024 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 30 Sep 2023 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 30 Jun 2023 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 31 Mar 2023 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2022 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 30 Sep 2022 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 30 Jun 2022 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 31 Mar 2022 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2021 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 30 Sep 2021 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 30 Jun 2021 028-23769
13F-HR Open Document Open Filing 14 Feb 2024 31 Mar 2021 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2020 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 30 Sep 2020 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 30 Jun 2020 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 31 Mar 2020 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2019 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 30 Sep 2019 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 30 Jun 2019 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 31 Mar 2019 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2018 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 30 Sep 2018 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 30 Jun 2018 028-23769
13F-HR Open Document Open Filing 13 Feb 2024 31 Mar 2018 028-23769