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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

BILL holding history

BILL 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.

BILL overviewAll 13F holders of BILLFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q4 2021
Holdings of BILL by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−2,577−100.0%Sold outHolders
Q3 20232,577$279.8K<0.1%00.0%UnchangedHolders
Q2 20232,577$301.1K<0.1%00.0%UnchangedHolders
Q1 20232,577$209.1K<0.1%00.0%UnchangedHolders
Q4 20222,577$280.8K<0.1%00.0%UnchangedHolders
Q3 20222,577$341.1K<0.1%−119−4.4%ReducedHolders
Q2 20222,696$296.4K<0.1%+119+4.6%AddedHolders
Q1 20222,577$584.4K<0.1%−301−10.5%ReducedHolders
Q4 20212,878$717.1K<0.1%+2,878NewHolders