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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

CCI holding history

Crown Castle 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.

CCI overviewAll 13F holders of CCIFull Q2 2026 holdings

Shares (Q2 2026)
94
Value
$7.12K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CCI by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202694$7.12K<0.1%−35−27.1%ReducedHolders
Q1 2026129$11.6K<0.1%+31+31.6%AddedHolders
Q4 202598$8.71K<0.1%+92+1,533.3%AddedHolders
Q3 20256$579<0.1%−46−88.5%ReducedHolders
Q2 202552$5.34K<0.1%00.0%UnchangedHolders
Q1 202552$5.42K<0.1%−98−65.3%ReducedHolders
Q4 2024150$13.6K<0.1%+48+47.1%AddedHolders
Q3 2024102$12.1K<0.1%00.0%UnchangedHolders
Q2 2024102$9.96K<0.1%00.0%UnchangedHolders
Q1 2024102$10.8K<0.1%+15+17.2%AddedHolders
Q4 202387$10.2K<0.1%−48−35.6%ReducedHolders
Q3 2023135$12.4K<0.1%−63−31.8%ReducedHolders
Q2 2023198$22.6K<0.1%−115−36.7%ReducedHolders
Q1 2023313$41.9K<0.1%−82−20.8%ReducedHolders
Q4 2022395$53.6K<0.1%−58−12.8%ReducedHolders
Q3 2022453$65.5K<0.1%00.0%UnchangedHolders
Q2 2022453$76.3K<0.1%+94+26.2%AddedHolders
Q1 2022359$66.3K<0.1%+359NewHolders
Q4 20210$00.0%−784−100.0%Sold outHolders
Q3 2021784$135.9K<0.1%+527+205.1%AddedHolders
Q2 2021257$50.1K<0.1%00.0%UnchangedHolders
Q1 2021257$44.2K<0.1%––Holders

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