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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

BAM holding history

Brookfield Asset Management Ltd. 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.

BAM overviewAll 13F holders of BAMFull Q2 2026 holdings

Shares (Q2 2026)
1,035
Value
$46.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BAM by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,035$46.4K<0.1%00.0%UnchangedHolders
Q1 20261,035$49.3K<0.1%00.0%UnchangedHolders
Q4 20251,035$54.2K<0.1%00.0%UnchangedHolders
Q3 20251,035$58.9K<0.1%00.0%UnchangedHolders
Q2 20251,035$57.2K<0.1%00.0%UnchangedHolders
Q1 20251,035$50.1K<0.1%00.0%UnchangedHolders
Q4 20241,035$56.1K<0.1%00.0%UnchangedHolders
Q3 20241,035$48.9K<0.1%−675−39.5%ReducedHolders
Q2 20241,710$65.1K<0.1%00.0%UnchangedHolders
Q1 20241,710$71.9K<0.1%00.0%UnchangedHolders
Q4 20231,710$69.5K<0.1%00.0%UnchangedHolders
Q3 20231,710$57.0K<0.1%−67−3.8%ReducedHolders
Q2 20231,777$58.0K<0.1%00.0%UnchangedHolders
Q1 20231,777$58.1K<0.1%00.0%UnchangedHolders
Q4 20221,777$50.9K<0.1%−5,337−75.0%ReducedHolders
Q3 20227,114$290.9K<0.1%00.0%UnchangedHolders
Q2 20227,114$316.4K<0.1%00.0%UnchangedHolders
Q1 20227,114$402.4K<0.1%00.0%UnchangedHolders
Q4 20217,114$429.5K<0.1%00.0%UnchangedHolders
Q3 20217,114$380.7K<0.1%00.0%UnchangedHolders
Q2 20217,114$362.7K<0.1%00.0%UnchangedHolders
Q1 20217,114$316.6K<0.1%––Holders

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