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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

CHE holding history

Chemed Corp 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.

CHE overviewAll 13F holders of CHEFull Q2 2026 holdings

Shares (Q2 2026)
225
Value
$104.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CHE by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026225$104.8K<0.1%00.0%UnchangedHolders
Q1 2026225$95.8K<0.1%00.0%UnchangedHolders
Q4 2025225$96.3K<0.1%00.0%UnchangedHolders
Q3 2025225$100.7K<0.1%00.0%UnchangedHolders
Q2 2025225$109.6K<0.1%−25−10.0%ReducedHolders
Q1 2025250$153.8K<0.1%00.0%UnchangedHolders
Q4 2024250$132.4K<0.1%00.0%UnchangedHolders
Q3 2024250$150.2K<0.1%00.0%UnchangedHolders
Q2 2024250$135.6K<0.1%−25−9.1%ReducedHolders
Q1 2024275$176.5K<0.1%00.0%UnchangedHolders
Q4 2023275$160.7K<0.1%00.0%UnchangedHolders
Q3 2023275$142.9K<0.1%00.0%UnchangedHolders
Q2 2023275$149.0K<0.1%−30−9.8%ReducedHolders
Q1 2023305$164.0K<0.1%00.0%UnchangedHolders
Q4 2022305$155.7K<0.1%00.0%UnchangedHolders
Q3 2022305$133.2K<0.1%00.0%UnchangedHolders
Q2 2022305$143.2K<0.1%00.0%UnchangedHolders
Q1 2022305$154.5K<0.1%+305NewHolders
Q4 20210$00.0%−305−100.0%Sold outHolders
Q3 2021305$141.9K<0.1%00.0%UnchangedHolders
Q2 2021305$144.7K<0.1%00.0%UnchangedHolders
Q1 2021305$140.2K<0.1%––Holders

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