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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

J holding history

Jacobs Solutions 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.

J overviewAll 13F holders of JFull Q2 2026 holdings

Shares (Q2 2026)
326
Value
$41.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of J by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026326$41.1K<0.1%+6+1.9%AddedHolders
Q1 2026320$41.8K<0.1%+2+0.6%AddedHolders
Q4 2025318$42.1K<0.1%00.0%UnchangedHolders
Q3 2025318$47.7K<0.1%00.0%UnchangedHolders
Q2 2025318$41.8K<0.1%+2+0.6%AddedHolders
Q1 2025316$38.2K<0.1%−366−53.7%ReducedHolders
Q4 2024682$91.1K<0.1%00.0%UnchangedHolders
Q3 2024682$89.3K<0.1%+16+2.4%AddedHolders
Q2 2024666$93.0K<0.1%00.0%UnchangedHolders
Q1 2024666$102.4K<0.1%+16+2.5%AddedHolders
Q4 2023650$84.5K<0.1%−50−7.1%ReducedHolders
Q3 2023700$95.5K<0.1%−100−12.5%ReducedHolders
Q2 2023800$95.1K<0.1%00.0%UnchangedHolders
Q1 2023800$94.0K<0.1%00.0%UnchangedHolders
Q4 2022800$96.1K<0.1%00.0%UnchangedHolders
Q3 2022800$87.0K<0.1%00.0%UnchangedHolders
Q2 2022800$101.7K<0.1%00.0%UnchangedHolders
Q1 2022800$110.2K<0.1%+800NewHolders
Q4 20210$00.0%−800−100.0%Sold outHolders
Q3 2021800$106.0K<0.1%00.0%UnchangedHolders
Q2 2021800$106.7K<0.1%00.0%UnchangedHolders
Q1 2021800$103.4K<0.1%––Holders

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