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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

JBTM holding history

JBT Marel Corp 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.

JBTM overviewAll 13F holders of JBTMFull Q2 2026 holdings

Shares (Q2 2026)
48
Value
$6.96K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of JBTM by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648$6.96K<0.1%00.0%UnchangedHolders
Q1 202648$5.59K<0.1%00.0%UnchangedHolders
Q4 202548$7.23K<0.1%00.0%UnchangedHolders
Q3 202548$6.74K<0.1%00.0%UnchangedHolders
Q2 202548$5.77K<0.1%00.0%UnchangedHolders
Q1 202548$5.87K<0.1%00.0%UnchangedHolders
Q4 202448$6.10K<0.1%00.0%UnchangedHolders
Q3 202448$4.73K<0.1%00.0%UnchangedHolders
Q2 202448$4.56K<0.1%00.0%UnchangedHolders
Q1 202448$5.04K<0.1%00.0%UnchangedHolders
Q4 202348$4.86K<0.1%00.0%UnchangedHolders
Q3 202348$5.05K<0.1%00.0%UnchangedHolders
Q2 202348$5.82K<0.1%+48NewHolders
Q4 20220$00.0%−419−100.0%Sold outHolders
Q3 2022419$36.0K<0.1%−94−18.3%ReducedHolders
Q2 2022513$56.6K<0.1%+11+2.2%AddedHolders
Q1 2022502$59.5K<0.1%+502NewHolders
Q4 20210$00.0%−532−100.0%Sold outHolders
Q3 2021532$74.8K<0.1%−150−22.0%ReducedHolders
Q2 2021682$97.3K<0.1%00.0%UnchangedHolders
Q1 2021682$90.9K<0.1%––Holders

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