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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

PIPR holding history

Piper Sandler Companies 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.

PIPR overviewAll 13F holders of PIPRFull Q2 2026 holdings

Shares (Q2 2026)
744
Value
$53.8K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PIPR by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026744$53.8K<0.1%00.0%UnchangedHolders
Q1 2026744$57.8K<0.1%00.0%UnchangedConverted for a 4-for-1 splitHolders
Q4 2025186$63.2K<0.1%00.0%UnchangedHolders
Q3 2025186$64.5K<0.1%00.0%UnchangedHolders
Q2 2025186$51.7K<0.1%00.0%UnchangedHolders
Q1 2025186$46.1K<0.1%00.0%UnchangedHolders
Q4 2024186$55.8K<0.1%00.0%UnchangedHolders
Q3 2024186$52.8K<0.1%00.0%UnchangedHolders
Q2 2024186$42.8K<0.1%00.0%UnchangedHolders
Q1 2024186$36.9K<0.1%00.0%UnchangedHolders
Q4 2023186$32.8K<0.1%00.0%UnchangedHolders
Q3 2023186$27.0K<0.1%00.0%UnchangedHolders
Q2 2023186$24.0K<0.1%00.0%UnchangedHolders
Q1 2023186$25.8K<0.1%+71+61.7%AddedHolders
Q4 2022115$15.0K<0.1%00.0%UnchangedHolders
Q3 2022115$12.0K<0.1%00.0%UnchangedHolders
Q2 2022115$13.0K<0.1%00.0%UnchangedHolders
Q1 2022115$15.1K<0.1%+115NewHolders
Q4 20210$00.0%−2,055−100.0%Sold outHolders
Q3 20212,055$284.5K<0.1%00.0%UnchangedHolders
Q2 20212,055$266.2K<0.1%00.0%UnchangedHolders
Q1 20212,055$225.3K<0.1%––Holders

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