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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

NEA holding history

Nuveen AMT-Free Quality Municipal Income Fund 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.

NEA overviewAll 13F holders of NEAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of NEA by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−566−100.0%Sold outHolders
Q4 2025566$6.58K<0.1%+566NewHolders
Q2 20240$00.0%−105−100.0%Sold outHolders
Q1 2024105$1.17K<0.1%00.0%UnchangedHolders
Q4 2023105$1.15K<0.1%00.0%UnchangedHolders
Q3 2023105$1.02K<0.1%−5,251−98.0%ReducedHolders
Q2 20235,356$58.7K<0.1%+3,900+267.9%AddedHolders
Q1 20231,456$16.2K<0.1%00.0%UnchangedHolders
Q4 20221,456$16.6K<0.1%00.0%UnchangedHolders
Q3 20221,456$15.5K<0.1%00.0%UnchangedHolders
Q2 20221,456$17.2K<0.1%00.0%UnchangedHolders
Q1 20221,456$19.2K<0.1%+1,456NewHolders
Q4 20210$00.0%−1,456−100.0%Sold outHolders
Q3 20211,456$22.2K<0.1%00.0%UnchangedHolders
Q2 20211,456$22.9K<0.1%00.0%UnchangedHolders
Q1 20211,456$21.7K<0.1%––Holders

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