Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

AMT holding history

American Tower 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.

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

Shares (Q2 2026): 27,958
Value: $4.62M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of AMT by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	27,958	$4.62M	0.1%	−2,523−8.3%	Reduced	Holders
Q1 2026	30,481	$5.51M	0.1%	−29,635−49.3%	Reduced	Holders
Q4 2025	60,116	$10.7M	0.1%	−189,790−75.9%	Reduced	Holders
Q3 2025	249,906	$48.5M	0.6%	−15,721−5.9%	Reduced	Holders
Q2 2025	265,627	$59.1M	0.8%	−11,000−4.0%	Reduced	Holders
Q1 2025	276,627	$60.2M	0.9%	−5,214−1.8%	Reduced	Holders
Q4 2024	281,841	$52.2M	0.8%	−28,630−9.2%	Reduced	Holders
Q3 2024	310,471	$72.2M	1.0%	+13,574+4.6%	Added	Holders
Q2 2024	296,897	$58.2M	0.9%	−14,262−4.6%	Reduced	Holders
Q1 2024	311,159	$61.5M	0.9%	+12,590+4.2%	Added	Holders
Q4 2023	298,569	$65.3M	1.1%	−5,827−1.9%	Reduced	Holders
Q3 2023	304,396	$50.1M	0.9%	−4,001−1.3%	Reduced	Holders
Q2 2023	308,397	$60.3M	1.0%	−13,264−4.1%	Reduced	Holders
Q1 2023	321,661	$65.7M	1.3%	+1,401+0.4%	Added	Holders
Q4 2022	320,260	$68.4M	1.4%	−17,833−5.3%	Reduced	Holders
Q3 2022	338,093	$72.6M	1.6%	+1,125+0.3%	Added	Holders
Q2 2022	336,968	$86.6M	1.8%	+393+0.1%	Added	Holders
Q1 2022	336,575	$84.5M	1.5%	+12,699+3.9%	Added	Holders
Q4 2021	323,876	$95.1M	1.6%	+1,435+0.4%	Added	Holders
Q3 2021	322,441	$86.0M	1.6%	−622−0.2%	Reduced	Holders
Q2 2021	323,063	$87.7M	1.7%	+2,070+0.6%	Added	Holders
Q1 2021	320,993	$76.7M	1.5%	–	–	Holders

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