VUZI β€” Vuzix Corp

Ownership history in BARTLETT & CO. WEALTH MANAGEMENT LLC  Β·  7 quarters on record

AI Ownership Summary

BARTLETT & CO. WEALTH MANAGEMENT LLC reported Vuzix Corp (VUZI) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. The latest visible filing shows VUZI 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 VUZI 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 Vuzix Corp, 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
2025 Q3

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 VUZI β€” position size vs. price
% of Fund (quarterly)    VUZI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 55 β€” 0% 0.00% $172 2025-10-09 $3.84
2025 Q2 UNCHANGED 55 β€” 0% 0.00% $161 2025-07-18 $2.50
2025 Q1 UNCHANGED 55 β€” 0% 0.00% $112 2025-04-24 $1.83
2024 Q4 UNCHANGED 55 β€” 0% 0.00% $217 2025-01-17 $3.06
2024 Q3 UNCHANGED 55 β€” 0% 0.00% $64 2024-10-17 $1.31
2024 Q2 UNCHANGED 55 β€” 0% 0.00% $74 2024-07-12 $1.38
2024 Q1 INITIATED 55 β€” β€” 0.00% $67 2024-05-09 $1.17

FAQ About BARTLETT & CO. WEALTH MANAGEMENT LLC and VUZI

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 VUZI?

BARTLETT & CO. WEALTH MANAGEMENT LLC reported VUZI across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

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

The largest reported portfolio weight for VUZI was 0.00% in 2024 Q4.

What is the latest reported VUZI position on this page?

The most recent filing on this page is 2025 Q3, when BARTLETT & CO. WEALTH MANAGEMENT LLC reported 55 shares, equal to 0.00% of portfolio, with an estimated market value of $172.

What does the chart on this VUZI ownership page compare?

The chart compares BARTLETT & CO. WEALTH MANAGEMENT LLC's quarterly VUZI 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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