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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

PRS holding history

Prudential Financial 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.

PRS overviewAll 13F holders of PRSFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q4 2021
Holdings of PRS by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−19,810−100.0%Sold outHolders
Q4 202319,810$494.5K<0.1%−7,040−26.2%ReducedHolders
Q3 202326,850$645.5K<0.1%00.0%UnchangedHolders
Q2 202326,850$668.6K<0.1%+3,950+17.2%AddedHolders
Q1 202322,900$572.5K<0.1%00.0%UnchangedHolders
Q4 202222,900$560.6K<0.1%−7,105−23.7%ReducedHolders
Q3 202230,005$734.8K<0.1%00.0%UnchangedHolders
Q2 202230,005$752.2K<0.1%−3,385−10.1%ReducedHolders
Q1 202233,390$873.8K<0.1%−370−1.1%ReducedHolders
Q4 202133,760$916.9K<0.1%+33,760NewHolders