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Bartlett & Co. LLC

SEC CIK
0001550075
Latest filing
Jan 8, 2024

FOCS holding history

Focus Financial Partners Inc. in every 13F filed by Bartlett & Co. LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FOCS overviewAll 13F holders of FOCSFull Q4 2023 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of FOCS by Bartlett & Co. LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−2,625−100.0%Sold outHolders
Q2 20232,625$138.0K<0.1%−18,377−87.5%ReducedHolders
Q1 202321,002$1.09M<0.1%00.0%UnchangedHolders
Q4 202221,002$783.0K<0.1%−9,200−30.5%ReducedHolders
Q3 202230,202$952.0K<0.1%00.0%UnchangedHolders
Q2 202230,202$1.03M<0.1%−27,000−47.2%ReducedHolders
Q1 202257,202$2.62M<0.1%00.0%UnchangedHolders
Q4 202157,202$3.42M0.1%+1,491+2.7%AddedHolders
Q3 202155,711$2.92M0.1%+1,109+2.0%AddedHolders
Q2 202154,602$2.65M0.1%00.0%UnchangedHolders
Q1 202154,602$2.27M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.