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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

AMP holding history

Ameriprise Financial 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.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
7,126
Value
$3.27M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of AMP by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,126$3.27M<0.1%−30.0%ReducedHolders
Q1 20267,129$3.35M<0.1%+7+0.1%AddedHolders
Q4 20257,122$3.49M<0.1%−8−0.1%ReducedHolders
Q3 20257,130$3.50M<0.1%+8+0.1%AddedHolders
Q2 20257,122$3.80M0.1%−39−0.5%ReducedHolders
Q1 20257,161$3.47M0.1%−7−0.1%ReducedHolders
Q4 20247,168$3.82M0.1%−25−0.3%ReducedHolders
Q3 20247,193$3.38M<0.1%−50−0.7%ReducedHolders
Q2 20247,243$3.09M<0.1%00.0%UnchangedHolders
Q1 20247,243$3.18M<0.1%−418−5.5%ReducedHolders
Q4 20237,661$2.92M<0.1%−300−3.8%ReducedHolders
Q3 20237,961$2.62M<0.1%−192−2.4%ReducedHolders
Q2 20238,153$2.71M<0.1%+8,153NewHolders
Q4 20220$00.0%−243−100.0%Sold outHolders
Q3 2022243$61.2K<0.1%−31−11.3%ReducedHolders
Q2 2022274$65.1K<0.1%+33+13.7%AddedHolders
Q1 2022241$57.3K<0.1%+241NewHolders
Q4 20210$00.0%−241−100.0%Sold outHolders
Q3 2021241$63.7K<0.1%−5−2.0%ReducedHolders
Q2 2021246$61.2K<0.1%00.0%UnchangedHolders
Q1 2021246$57.2K<0.1%––Holders

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