Skip to main content
Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

FIS holding history

Fidelity National Information Services, 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.

FIS overviewAll 13F holders of FISFull Q2 2026 holdings

Shares (Q2 2026)
1,460
Value
$56.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FIS by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,460$56.8K<0.1%−360−19.8%ReducedHolders
Q1 20261,820$86.0K<0.1%+170+10.3%AddedHolders
Q4 20251,650$109.7K<0.1%−506−23.5%ReducedHolders
Q3 20252,156$142.2K<0.1%+42+2.0%AddedHolders
Q2 20252,114$172.1K<0.1%−1,091−34.0%ReducedHolders
Q1 20253,205$239.3K<0.1%−253−7.3%ReducedHolders
Q4 20243,458$279.3K<0.1%+998+40.6%AddedHolders
Q3 20242,460$206.0K<0.1%−10−0.4%ReducedHolders
Q2 20242,470$186.1K<0.1%−902−26.7%ReducedHolders
Q1 20243,372$250.1K<0.1%−690−17.0%ReducedHolders
Q4 20234,062$247.0K<0.1%−3,794−48.3%ReducedHolders
Q3 20237,856$434.2K<0.1%−35,095−81.7%ReducedHolders
Q2 202342,951$2.35M<0.1%−47,365−52.4%ReducedHolders
Q1 202390,316$4.90M0.1%−109,834−54.9%ReducedHolders
Q4 2022200,150$13.6M0.3%−99,258−33.2%ReducedHolders
Q3 2022299,408$22.6M0.5%−32,054−9.7%ReducedHolders
Q2 2022331,462$30.4M0.6%+2,801+0.9%AddedHolders
Q1 2022328,661$33.0M0.6%+9,454+3.0%AddedHolders
Q4 2021319,207$34.8M0.6%−14,520−4.4%ReducedHolders
Q3 2021333,727$40.6M0.8%+52,089+18.5%AddedHolders
Q2 2021281,638$39.9M0.8%+6,767+2.5%AddedHolders
Q1 2021274,871$38.6M0.8%––Holders

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