BARTLETT & CO. WEALTH MANAGEMENT LLC SELF — Global Self Storage Inc REIT

Ownership history in BARTLETT & CO. WEALTH MANAGEMENT LLC  ·  4 quarters on record

AI Ownership Summary

BARTLETT & CO. WEALTH MANAGEMENT LLC reported Global Self Storage Inc REIT (SELF) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows SELF 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 SELF 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 Global Self Storage Inc REIT, 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
2026 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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.

SELF stock page BARTLETT & CO. WEALTH MANAGEMENT LLC fund profile BARTLETT & CO. WEALTH MANAGEMENT LLC full holdings
How BARTLETT & CO. WEALTH MANAGEMENT LLC held SELF — position size vs. price
% of Fund (quarterly)    SELF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 505 — 0% 0.00% $3K 2026-07-24 $5.05
2026 Q1 UNCHANGED — — — 505 — 0% 0.00% $3K 2026-05-06 $5.42
2025 Q4 UNCHANGED — — — 505 — 0% 0.00% $3K 2026-01-22 $4.93
2025 Q3 INITIATED — — — 505 — — 0.00% $3K 2025-10-09 $4.69

🏢 Other funds also holding SELF

As of 2026 Q2 — sorted by position size

MARATHON CAPITAL MANAGEMENT 3Y 7Y 0.28% AlphaCentric Advisors LLC 3Y 0.13% Towneley Capital Management, Inc / DE 0.05% Baker Ellis Asset Management LLC 3Y 7Y 0.02% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.01% BROADWATER CAPITAL MANAGEMENT LLC 0.01% PFG Investments, LLC 3Y 0.01% Kestra Advisory Services, LLC 3Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0%

FAQ About BARTLETT & CO. WEALTH MANAGEMENT LLC and SELF

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 SELF?

BARTLETT & CO. WEALTH MANAGEMENT LLC reported SELF across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

The largest reported portfolio weight for SELF was 0.00% in 2026 Q1.

What is the latest reported SELF position on this page?

The most recent filing on this page is 2026 Q2, when BARTLETT & CO. WEALTH MANAGEMENT LLC reported 505 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this SELF ownership page compare?

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