Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

INVH holding history

Invitation Homes 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.

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

Shares (Q2 2026): 11
Value: $336
% of portfolio: <0.1%
Quarters held: 2; Since Q1 2025

Holdings of INVH by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	11	$336	<0.1%	+11	New	Holders
Q2 2025	0	$0	0.0%	−4−100.0%	Sold out	Holders
Q1 2025	4	$141	<0.1%	+4	New	Holders