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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

HRB holding history

H&R Block 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.

HRB overviewAll 13F holders of HRBFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of HRB by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−10,000−100.0%Sold outHolders
Q4 202510,000$440.0K<0.1%00.0%UnchangedHolders
Q3 202510,000$509.9K<0.1%00.0%UnchangedHolders
Q2 202510,000$552.6K<0.1%00.0%UnchangedHolders
Q1 202510,000$552.9K<0.1%00.0%UnchangedHolders
Q4 202410,000$532.1K<0.1%00.0%UnchangedHolders
Q3 202410,000$639.3K<0.1%00.0%UnchangedHolders
Q2 202410,000$545.5K<0.1%00.0%UnchangedHolders
Q1 202410,000$494.3K<0.1%00.0%UnchangedHolders
Q4 202310,000$492.5K<0.1%00.0%UnchangedHolders
Q3 202310,000$433.8K<0.1%00.0%UnchangedHolders
Q2 202310,000$321.6K<0.1%00.0%UnchangedHolders
Q1 202310,000$355.4K<0.1%00.0%UnchangedHolders
Q4 202210,000$368.0K<0.1%−3,200−24.2%ReducedHolders
Q3 202213,200$565.4K<0.1%00.0%UnchangedHolders
Q2 202213,200$469.8K<0.1%00.0%UnchangedHolders
Q1 202213,200$347.3K<0.1%00.0%UnchangedHolders
Q4 202113,200$314.6K<0.1%00.0%UnchangedHolders
Q3 202113,200$333.6K<0.1%00.0%UnchangedHolders
Q2 202113,200$313.5K<0.1%00.0%UnchangedHolders
Q1 202113,200$291.2K<0.1%––Holders

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