Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

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

Shares (Q2 2026): 391,026
Value: $195.7M
% of portfolio: 2.4%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	391,026	$195.7M	2.4%	+1880.0%	Added	Holders
Q1 2026	390,838	$183.1M	2.3%	−8,085−2.0%	Reduced	Holders
Q4 2025	398,923	$200.5M	2.6%	+1,143+0.3%	Added	Holders
Q3 2025	397,780	$200.0M	2.6%	+370+0.1%	Added	Holders
Q2 2025	397,410	$193.1M	2.7%	−4,636−1.2%	Reduced	Holders
Q1 2025	402,046	$214.1M	3.2%	−8,514−2.1%	Reduced	Holders
Q4 2024	410,560	$186.1M	2.7%	+441+0.1%	Added	Holders
Q3 2024	410,119	$188.8M	2.7%	−8,922−2.1%	Reduced	Holders
Q2 2024	419,041	$170.5M	2.6%	+4,707+1.1%	Added	Holders
Q1 2024	414,334	$174.2M	2.7%	−2,447−0.6%	Reduced	Holders
Q4 2023	416,781	$149.0M	2.4%	+1,744+0.4%	Added	Holders
Q3 2023	415,037	$145.4M	2.6%	+1,708+0.4%	Added	Holders
Q2 2023	413,329	$140.9M	2.4%	+1,306+0.3%	Added	Holders
Q1 2023	412,023	$127.2M	2.5%	−6,643−1.6%	Reduced	Holders
Q4 2022	418,666	$129.3M	2.6%	+582+0.1%	Added	Holders
Q3 2022	418,084	$111.6M	2.4%	+13,696+3.4%	Added	Holders
Q2 2022	404,388	$110.4M	2.2%	−11,250−2.7%	Reduced	Holders
Q1 2022	415,638	$146.7M	2.6%	+69,619+20.1%	Added	Holders
Q4 2021	346,019	$103.5M	1.8%	−65,951−16.0%	Reduced	Holders
Q3 2021	411,970	$112.4M	2.1%	−13,621−3.2%	Reduced	Holders
Q2 2021	425,591	$118.3M	2.3%	−15,732−3.6%	Reduced	Holders
Q1 2021	441,323	$112.7M	2.3%	–	–	Holders

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