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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

CBSH holding history

Commerce Bancshares 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.

CBSH overviewAll 13F holders of CBSHFull Q2 2026 holdings

Shares (Q2 2026)
3
Value
$173
% of portfolio
<0.1%
Quarters held
7
Since Q2 2024
Holdings of CBSH by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$173<0.1%00.0%UnchangedHolders
Q1 20263$155<0.1%−95−96.9%ReducedHolders
Q4 202598$5.13K<0.1%−91−48.1%ReducedHolders
Q3 2025189$11.3K<0.1%00.0%UnchangedHolders
Q2 2025189$11.8K<0.1%00.0%UnchangedHolders
Q1 2025189$11.8K<0.1%+189NewHolders
Q3 20240$00.0%−242−100.0%Sold outHolders
Q2 2024242$13.5K<0.1%+242NewHolders