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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

BE holding history

Bloom Energy 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.

BE overviewAll 13F holders of BEFull Q2 2026 holdings

Shares (Q2 2026)
4,252
Value
$1.29M
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of BE by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,252$1.29M<0.1%+467+12.3%AddedHolders
Q1 20263,785$1.09M<0.1%−83−2.1%ReducedHolders
Q4 20253,868$336.1K<0.1%+3,868NewHolders
Q4 20230$00.0%−1,750−100.0%Sold outHolders
Q3 20231,750$23.2K<0.1%00.0%UnchangedHolders
Q2 20231,750$28.6K<0.1%00.0%UnchangedHolders
Q1 20231,750$34.9K<0.1%00.0%UnchangedHolders
Q4 20221,750$33.5K<0.1%00.0%UnchangedHolders
Q3 20221,750$35.0K<0.1%00.0%UnchangedHolders
Q2 20221,750$28.9K<0.1%00.0%UnchangedHolders
Q1 20221,750$42.3K<0.1%+1,750NewHolders
Q4 20210$00.0%−1,750−100.0%Sold outHolders
Q3 20211,750$32.8K<0.1%00.0%UnchangedHolders
Q2 20211,750$47.0K<0.1%00.0%UnchangedHolders
Q1 20211,750$47.3K<0.1%––Holders

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