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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

HASI holding history

HA Sustainable Infrastructure Capital, 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.

HASI overviewAll 13F holders of HASIFull Q2 2026 holdings

Shares (Q2 2026)
5,000
Value
$195.3K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of HASI by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,000$195.3K<0.1%00.0%UnchangedHolders
Q1 20265,000$211.2K<0.1%00.0%UnchangedHolders
Q4 20255,000$159.3K<0.1%00.0%UnchangedHolders
Q3 20255,000$153.5K<0.1%00.0%UnchangedHolders
Q2 20255,000$134.3K<0.1%00.0%UnchangedHolders
Q1 20255,000$146.2K<0.1%+5,000NewHolders
Q4 20240$00.0%−1,000−100.0%Sold outHolders
Q3 20241,000$34.5K<0.1%−1,787−64.1%ReducedHolders
Q2 20242,787$82.5K<0.1%00.0%UnchangedHolders
Q1 20242,787$79.2K<0.1%00.0%UnchangedHolders
Q4 20232,787$79.5K<0.1%00.0%UnchangedHolders
Q3 20232,787$59.1K<0.1%00.0%UnchangedHolders
Q2 20232,787$69.7K<0.1%00.0%UnchangedHolders
Q1 20232,787$80.8K<0.1%00.0%UnchangedHolders
Q4 20222,787$81.8K<0.1%00.0%UnchangedHolders
Q3 20222,787$83.4K<0.1%00.0%UnchangedHolders
Q2 20222,787$105.5K<0.1%00.0%UnchangedHolders
Q1 20222,787$132.2K<0.1%+2,787NewHolders
Q4 20210$00.0%−2,787−100.0%Sold outHolders
Q3 20212,787$150.0K<0.1%+1,787+178.7%AddedHolders
Q2 20211,000$56.1K<0.1%00.0%UnchangedHolders
Q1 20211,000$56.1K<0.1%––Holders

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