Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

META holding history

Meta Platforms, 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.

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

Shares (Q2 2026): 180,324
Value: $101.6M
% of portfolio: 1.3%
Quarters held: 22; Since Q1 2021

Holdings of META by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	180,324	$101.6M	1.3%	+4,370+2.5%	Added	Holders
Q1 2026	175,954	$107.4M	1.4%	+12,437+7.6%	Added	Holders
Q4 2025	163,517	$107.9M	1.4%	+6,362+4.0%	Added	Holders
Q3 2025	157,155	$115.4M	1.5%	+1,073+0.7%	Added	Holders
Q2 2025	156,082	$115.2M	1.6%	+9,617+6.6%	Added	Holders
Q1 2025	146,465	$84.4M	1.2%	+7,119+5.1%	Added	Holders
Q4 2024	139,346	$81.6M	1.2%	+7,264+5.5%	Added	Holders
Q3 2024	132,082	$75.6M	1.1%	+4,594+3.6%	Added	Holders
Q2 2024	127,488	$64.3M	1.0%	+15,333+13.7%	Added	Holders
Q1 2024	112,155	$54.5M	0.8%	−468−0.4%	Reduced	Holders
Q4 2023	112,623	$40.4M	0.7%	+8,005+7.7%	Added	Holders
Q3 2023	104,618	$31.4M	0.6%	+4,369+4.4%	Added	Holders
Q2 2023	100,249	$28.8M	0.5%	+29,705+42.1%	Added	Holders
Q1 2023	70,544	$14.9M	0.3%	+10,586+17.7%	Added	Holders
Q4 2022	59,958	$7.22M	0.1%	−43,495−42.0%	Reduced	Holders
Q3 2022	103,453	$14.0M	0.3%	−9,441−8.4%	Reduced	Holders
Q2 2022	112,894	$18.2M	0.4%	−1,173−1.0%	Reduced	Holders
Q1 2022	114,067	$25.4M	0.4%	−808−0.7%	Reduced	Holders
Q4 2021	114,875	$38.6M	0.7%	+6,234+5.7%	Added	Holders
Q3 2021	108,641	$36.9M	0.7%	+1,918+1.8%	Added	Holders
Q2 2021	106,723	$37.1M	0.7%	+1,582+1.5%	Added	Holders
Q1 2021	105,141	$31.0M	0.6%	–	–	Holders

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