Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

ETN holding history

Eaton Corp plc 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.

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

Shares (Q2 2026): 271,017
Value: $115.5M
% of portfolio: 1.4%
Quarters held: 22; Since Q1 2021

Holdings of ETN by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	271,017	$115.5M	1.4%	+4,172+1.6%	Added	Holders
Q1 2026	266,845	$112.7M	1.4%	+28,815+12.1%	Added	Holders
Q4 2025	238,030	$75.8M	1.0%	+19,958+9.2%	Added	Holders
Q3 2025	218,072	$81.6M	1.1%	+19,505+9.8%	Added	Holders
Q2 2025	198,567	$70.9M	1.0%	+162,958+457.6%	Added	Holders
Q1 2025	35,609	$9.68M	0.1%	−2,691−7.0%	Reduced	Holders
Q4 2024	38,300	$12.7M	0.2%	−909−2.3%	Reduced	Holders
Q3 2024	39,209	$13.0M	0.2%	−662−1.7%	Reduced	Holders
Q2 2024	39,871	$12.5M	0.2%	−115−0.3%	Reduced	Holders
Q1 2024	39,986	$12.5M	0.2%	−398−1.0%	Reduced	Holders
Q4 2023	40,384	$9.72M	0.2%	−1,105−2.7%	Reduced	Holders
Q3 2023	41,489	$8.85M	0.2%	+76+0.2%	Added	Holders
Q2 2023	41,413	$8.33M	0.1%	−194−0.5%	Reduced	Holders
Q1 2023	41,607	$7.13M	0.1%	−1,710−3.9%	Reduced	Holders
Q4 2022	43,317	$6.80M	0.1%	−915−2.1%	Reduced	Holders
Q3 2022	44,232	$5.90M	0.1%	−860−1.9%	Reduced	Holders
Q2 2022	45,092	$5.68M	0.1%	−494−1.1%	Reduced	Holders
Q1 2022	45,586	$6.92M	0.1%	−2,171−4.5%	Reduced	Holders
Q4 2021	47,757	$8.25M	0.1%	−616−1.3%	Reduced	Holders
Q3 2021	48,373	$7.22M	0.1%	−541−1.1%	Reduced	Holders
Q2 2021	48,914	$7.25M	0.1%	−500−1.0%	Reduced	Holders
Q1 2021	49,414	$6.83M	0.1%	–	–	Holders

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