Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

HQY holding history

Healthequity, 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.

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

Shares (Q2 2026): 1,643
Value: $148.4K
% of portfolio: <0.1%
Quarters held: 2; Since Q2 2022

Holdings of HQY by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,643	$148.4K	<0.1%	+1,643	New	Holders
Q3 2022	0	$0	0.0%	−170−100.0%	Sold out	Holders
Q2 2022	170	$10.4K	<0.1%	+170	New	Holders