Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

AFRM holding history

Affirm Holdings, 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.

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

Shares (Q2 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2024

Holdings of AFRM by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−14−100.0%	Sold out	Holders
Q1 2025	14	$633	<0.1%	00.0%	Unchanged	Holders
Q4 2024	14	$853	<0.1%	00.0%	Unchanged	Holders
Q3 2024	14	$571	<0.1%	+14	New	Holders