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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

MCR holding history

MFS Charter Income Trust 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.

MCR overviewAll 13F holders of MCRFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of MCR by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−2,225−100.0%Sold outHolders
Q1 20262,225$13.4K<0.1%00.0%UnchangedHolders
Q4 20252,225$14.0K<0.1%00.0%UnchangedHolders
Q3 20252,225$14.3K<0.1%00.0%UnchangedHolders
Q2 20252,225$14.2K<0.1%00.0%UnchangedHolders
Q1 20252,225$14.0K<0.1%00.0%UnchangedHolders
Q4 20242,225$14.2K<0.1%00.0%UnchangedHolders
Q3 20242,225$14.6K<0.1%00.0%UnchangedHolders
Q2 20242,225$14.0K<0.1%00.0%UnchangedHolders
Q1 20242,225$14.1K<0.1%00.0%UnchangedHolders
Q4 20232,225$14.5K<0.1%00.0%UnchangedHolders
Q3 20232,225$13.0K<0.1%00.0%UnchangedHolders
Q2 20232,225$14.0K<0.1%00.0%UnchangedHolders
Q1 20232,225$14.0K<0.1%00.0%UnchangedHolders
Q4 20222,225$13.7K<0.1%00.0%UnchangedHolders
Q3 20222,225$13.2K<0.1%00.0%UnchangedHolders
Q2 20222,225$14.0K<0.1%00.0%UnchangedHolders
Q1 20222,225$16.3K<0.1%+2,225NewHolders
Q4 20210$00.0%−2,225−100.0%Sold outHolders
Q3 20212,225$19.1K<0.1%00.0%UnchangedHolders
Q2 20212,225$19.4K<0.1%−575−20.5%ReducedHolders
Q1 20212,800$23.9K<0.1%––Holders

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