Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

AUB holding history

Atlantic Union Bankshares 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.

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

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2022

Holdings of AUB by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−76−100.0%	Sold out	Holders
Q3 2022	76	$2.31K	<0.1%	−121−61.4%	Reduced	Holders
Q2 2022	197	$6.68K	<0.1%	+197	New	Holders