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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

NLY holding history

Annaly Capital Management 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.

NLY overviewAll 13F holders of NLYFull Q2 2026 holdings

Shares (Q2 2026)
1,200
Value
$27.7K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of NLY by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,200$27.7K<0.1%−7−0.6%ReducedHolders
Q1 20261,207$27.0K<0.1%+7+0.6%AddedHolders
Q4 20251,200$27.7K<0.1%00.0%UnchangedHolders
Q3 20251,200$25.1K<0.1%−175−12.7%ReducedHolders
Q2 20251,375$26.8K<0.1%−625−31.3%ReducedHolders
Q1 20252,000$42.0K<0.1%−962−32.5%ReducedHolders
Q4 20242,962$56.1K<0.1%+1,200+68.1%AddedHolders
Q3 20241,762$36.5K<0.1%00.0%UnchangedHolders
Q2 20241,762$34.7K<0.1%−1,543−46.7%ReducedHolders
Q1 20243,305$67.2K<0.1%−275−7.7%ReducedHolders
Q4 20233,580$73.5K<0.1%00.0%UnchangedHolders
Q3 20233,580$69.7K<0.1%−250−6.5%ReducedHolders
Q2 20233,830$77.2K<0.1%+3,830NewHolders
Q2 20220$00.0%−459−100.0%Sold outHolders
Q1 2022459$3.33K<0.1%+459NewHolders
Q4 20210$00.0%−459−100.0%Sold outHolders
Q3 2021459$3.97K<0.1%−86−15.8%ReducedHolders
Q2 2021545$4.96K<0.1%00.0%UnchangedHolders
Q1 2021545$4.81K<0.1%––Holders

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