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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

AFG holding history

American Financial Group Inc 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.

AFG overviewAll 13F holders of AFGFull Q2 2026 holdings

Shares (Q2 2026)
403
Value
$56.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of AFG by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026403$56.4K<0.1%00.0%UnchangedHolders
Q1 2026403$53.0K<0.1%−348−46.3%ReducedHolders
Q4 2025751$102.6K<0.1%+215+40.1%AddedHolders
Q3 2025536$78.1K<0.1%00.0%UnchangedHolders
Q2 2025536$67.6K<0.1%00.0%UnchangedHolders
Q1 2025536$70.4K<0.1%−54−9.2%ReducedHolders
Q4 2024590$80.8K<0.1%+19+3.3%AddedHolders
Q3 2024571$76.9K<0.1%−752−56.8%ReducedHolders
Q2 20241,323$162.8K<0.1%−118−8.2%ReducedHolders
Q1 20241,441$196.7K<0.1%−323−18.3%ReducedHolders
Q4 20231,764$210.6K<0.1%−36−2.0%ReducedHolders
Q3 20231,800$201.0K<0.1%00.0%UnchangedHolders
Q2 20231,800$213.8K<0.1%00.0%UnchangedHolders
Q1 20231,800$218.7K<0.1%+42+2.4%AddedHolders
Q4 20221,758$241.3K<0.1%+70+4.1%AddedHolders
Q3 20221,688$207.5K<0.1%00.0%UnchangedHolders
Q2 20221,688$234.3K<0.1%+118+7.5%AddedHolders
Q1 20221,570$228.6K<0.1%+1,570NewHolders
Q4 20210$00.0%−1,251−100.0%Sold outHolders
Q3 20211,251$162.4K<0.1%−31−2.4%ReducedHolders
Q2 20211,282$159.9K<0.1%+31+2.5%AddedHolders
Q1 20211,251$142.7K<0.1%––Holders

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