Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

ACTG holding history

Acacia Research Corp in every 13F filed by Bartlett & Co. Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACTG overview All 13F holders of ACTG Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of ACTG by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−4,748−100.0%	Sold out	Holders
Q4 2022	4,748	$20.0K	<0.1%	+313+7.1%	Added	Holders
Q3 2022	4,435	$17.9K	<0.1%	+4,435	New	Holders