Skip to main content
Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

DRI holding history

Darden Restaurants 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.

DRI overviewAll 13F holders of DRIFull Q2 2026 holdings

Shares (Q2 2026)
821
Value
$169.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DRI by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026821$169.1K<0.1%+6+0.7%AddedHolders
Q1 2026815$156.6K<0.1%00.0%UnchangedHolders
Q4 2025815$150.0K<0.1%−183−18.3%ReducedHolders
Q3 2025998$190.1K<0.1%−18−1.8%ReducedHolders
Q2 20251,016$221.6K<0.1%+217+27.2%AddedHolders
Q1 2025799$166.0K<0.1%−163−16.9%ReducedHolders
Q4 2024962$179.6K<0.1%00.0%UnchangedHolders
Q3 2024962$157.9K<0.1%00.0%UnchangedHolders
Q2 2024962$145.6K<0.1%00.0%UnchangedHolders
Q1 2024962$160.8K<0.1%00.0%UnchangedHolders
Q4 2023962$158.0K<0.1%00.0%UnchangedHolders
Q3 2023962$137.8K<0.1%00.0%UnchangedHolders
Q2 2023962$160.7K<0.1%00.0%UnchangedHolders
Q1 2023962$149.3K<0.1%00.0%UnchangedHolders
Q4 2022962$133.1K<0.1%00.0%UnchangedHolders
Q3 2022962$121.5K<0.1%−14−1.4%ReducedHolders
Q2 2022976$110.4K<0.1%+14+1.5%AddedHolders
Q1 2022962$127.9K<0.1%+962NewHolders
Q4 20210$00.0%−962−100.0%Sold outHolders
Q3 2021962$145.7K<0.1%−3−0.3%ReducedHolders
Q2 2021965$140.9K<0.1%−100−9.4%ReducedHolders
Q1 20211,065$151.2K<0.1%––Holders

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