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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

MTB holding history

M&T Bank 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.

MTB overviewAll 13F holders of MTBFull Q2 2026 holdings

Shares (Q2 2026)
10
Value
$2.38K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of MTB by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610$2.38K<0.1%+10NewHolders
Q1 20260$00.0%−36−100.0%Sold outHolders
Q4 202536$7.25K<0.1%00.0%UnchangedHolders
Q3 202536$7.11K<0.1%00.0%UnchangedHolders
Q2 202536$6.98K<0.1%−1−2.7%ReducedHolders
Q1 202537$6.61K<0.1%+1+2.8%AddedHolders
Q4 202436$6.77K<0.1%00.0%UnchangedHolders
Q3 202436$6.41K<0.1%00.0%UnchangedHolders
Q2 202436$5.45K<0.1%00.0%UnchangedHolders
Q1 202436$5.24K<0.1%00.0%UnchangedHolders
Q4 202336$5.03K<0.1%00.0%UnchangedHolders
Q3 202336$4.55K<0.1%−760−95.5%ReducedHolders
Q2 2023796$98.5K<0.1%00.0%UnchangedHolders
Q1 2023796$95.2K<0.1%00.0%UnchangedHolders
Q4 2022796$115.5K<0.1%00.0%UnchangedHolders
Q3 2022796$140.4K<0.1%00.0%UnchangedHolders
Q2 2022796$126.9K<0.1%−3,077−79.4%ReducedHolders
Q1 20223,873$656.5K<0.1%−31−0.8%ReducedHolders
Q4 20213,904$599.6K<0.1%−266−6.4%ReducedHolders
Q3 20214,170$622.7K<0.1%−9−0.2%ReducedHolders
Q2 20214,179$607.3K<0.1%00.0%UnchangedHolders
Q1 20214,179$633.6K<0.1%––Holders

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