Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

BRK.A holding history

Berkshire Hathaway 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.

BRK.A overview All 13F holders of BRK.A Full Q2 2026 holdings

Shares (Q2 2026): 70
Value: $52.4M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of BRK.A by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	70	$52.4M	0.7%	00.0%	Unchanged	Holders
Q1 2026	70	$49.2M	0.6%	−4−5.4%	Reduced	Holders
Q4 2025	74	$55.9M	0.7%	+8+12.1%	Added	Holders
Q3 2025	66	$49.8M	0.7%	−5−7.0%	Reduced	Holders
Q2 2025	71	$51.7M	0.7%	00.0%	Unchanged	Holders
Q1 2025	71	$56.7M	0.8%	+58+446.2%	Added	Holders
Q4 2024	13	$8.85M	0.1%	00.0%	Unchanged	Holders
Q3 2024	13	$8.99M	0.1%	00.0%	Unchanged	Holders
Q2 2024	13	$7.96M	0.1%	00.0%	Unchanged	Holders
Q1 2024	13	$8.25M	0.1%	−1−7.1%	Reduced	Holders
Q4 2023	14	$7.63M	0.1%	00.0%	Unchanged	Holders
Q3 2023	14	$7.44M	0.1%	00.0%	Unchanged	Holders
Q2 2023	14	$7.25M	0.1%	+1+7.7%	Added	Holders
Q1 2023	13	$6.04M	0.1%	−1−7.1%	Reduced	Holders
Q4 2022	14	$6.56M	0.1%	00.0%	Unchanged	Holders
Q3 2022	14	$5.69M	0.1%	00.0%	Unchanged	Holders
Q2 2022	14	$5.73M	0.1%	00.0%	Unchanged	Holders
Q1 2022	14	$7.40M	0.1%	+5+55.6%	Added	Holders
Q4 2021	9	$4.06M	0.1%	−65−87.8%	Reduced	Holders
Q3 2021	74	$30.4M	0.6%	00.0%	Unchanged	Holders
Q2 2021	74	$31.0M	0.6%	−5−6.3%	Reduced	Holders
Q1 2021	79	$30.5M	0.6%	–	–	Holders

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