Skip to main content
Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

BH holding history

Biglari Holdings 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.

BH overviewAll 13F holders of BHFull Q2 2026 holdings

Shares (Q2 2026)
392
Value
$167.0K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2021
Holdings of BH by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026392$167.0K<0.1%00.0%UnchangedHolders
Q1 2026392$111.7K<0.1%−111−22.1%ReducedHolders
Q4 2025503$167.2K<0.1%00.0%UnchangedHolders
Q3 2025503$162.8K<0.1%00.0%UnchangedHolders
Q2 2025503$147.0K<0.1%00.0%UnchangedHolders
Q1 2025503$108.9K<0.1%+503NewHolders
Q2 20230$00.0%−25−100.0%Sold outHolders
Q1 202325$4.23K<0.1%00.0%UnchangedHolders
Q4 202225$3.47K<0.1%00.0%UnchangedHolders
Q3 202225$2.89K<0.1%00.0%UnchangedHolders
Q2 202225$3.07K<0.1%00.0%UnchangedHolders
Q1 202225$3.62K<0.1%+25NewHolders
Q4 20210$00.0%−25−100.0%Sold outHolders
Q3 202125$4.29K<0.1%00.0%UnchangedHolders
Q2 202125$3.99K<0.1%00.0%UnchangedHolders
Q1 202125$3.32K<0.1%––Holders

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