Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CL holding history

Colgate Palmolive Co 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.

CL overview All 13F holders of CL Full Q2 2026 holdings

Shares (Q2 2026): 81,344
Value: $7.46M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CL by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	81,344	$7.46M	0.1%	−1,603−1.9%	Reduced	Holders
Q1 2026	82,947	$7.11M	0.1%	−5,088−5.8%	Reduced	Holders
Q4 2025	88,035	$6.96M	0.1%	−9,138−9.4%	Reduced	Holders
Q3 2025	97,173	$7.77M	0.1%	−2,790−2.8%	Reduced	Holders
Q2 2025	99,963	$9.09M	0.1%	−2,042−2.0%	Reduced	Holders
Q1 2025	102,005	$9.56M	0.1%	−4,433−4.2%	Reduced	Holders
Q4 2024	106,438	$9.68M	0.1%	−2,471−2.3%	Reduced	Holders
Q3 2024	108,909	$11.3M	0.2%	−1,945−1.8%	Reduced	Holders
Q2 2024	110,854	$10.8M	0.2%	−2,169−1.9%	Reduced	Holders
Q1 2024	113,023	$10.2M	0.2%	+7,091+6.7%	Added	Holders
Q4 2023	105,932	$8.39M	0.1%	−2,748−2.5%	Reduced	Holders
Q3 2023	108,680	$7.73M	0.1%	−1,922−1.7%	Reduced	Holders
Q2 2023	110,602	$8.52M	0.1%	−2,529−2.2%	Reduced	Holders
Q1 2023	113,131	$8.50M	0.2%	−3,043−2.6%	Reduced	Holders
Q4 2022	116,174	$9.15M	0.2%	−428−0.4%	Reduced	Holders
Q3 2022	116,602	$8.19M	0.2%	−125−0.1%	Reduced	Holders
Q2 2022	116,727	$9.35M	0.2%	−8,488−6.8%	Reduced	Holders
Q1 2022	125,215	$9.50M	0.2%	+4,603+3.8%	Added	Holders
Q4 2021	120,612	$10.3M	0.2%	+166+0.1%	Added	Holders
Q3 2021	120,446	$9.10M	0.2%	−2,512−2.0%	Reduced	Holders
Q2 2021	122,958	$10.0M	0.2%	−2,190−1.7%	Reduced	Holders
Q1 2021	125,148	$9.87M	0.2%	–	–	Holders

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