GSKY β€” GreenSky Inc

Ownership history in BARTLETT & CO. WEALTH MANAGEMENT LLC  Β·  1 quarter on record

AI Ownership Summary

BARTLETT & CO. WEALTH MANAGEMENT LLC reported GreenSky Inc (GSKY) in 1 quarterly 13F filing from 2023 Q4 through 2023 Q4. The latest visible filing shows GSKY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GSKY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARTLETT & CO. WEALTH MANAGEMENT LLC's position in GreenSky Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2023 Q4

GSKY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2023 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BARTLETT & CO. WEALTH MANAGEMENT LLC held GSKY β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2023 Q4 INITIATED 300 β€” β€” 0.00% $2K 2024-02-14 β€”

FAQ About BARTLETT & CO. WEALTH MANAGEMENT LLC and GSKY

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARTLETT & CO. WEALTH MANAGEMENT LLC reported owning GSKY?

BARTLETT & CO. WEALTH MANAGEMENT LLC reported GSKY across 1 quarterly 13F filings, from 2023 Q4 through 2023 Q4.

What was the largest reported GSKY position in BARTLETT & CO. WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for GSKY was 0.00% in 2023 Q4.

What is the latest reported GSKY position on this page?

The most recent filing on this page is 2023 Q4, when BARTLETT & CO. WEALTH MANAGEMENT LLC reported 300 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this GSKY ownership page compare?

The chart compares BARTLETT & CO. WEALTH MANAGEMENT LLC's quarterly GSKY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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