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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

PRU 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.

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
11,224
Value
$1.21M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of PRU by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,224$1.21M<0.1%−28−0.2%ReducedHolders
Q1 202611,252$1.10M<0.1%+49+0.4%AddedHolders
Q4 202511,203$1.26M<0.1%−697−5.9%ReducedHolders
Q3 202511,900$1.23M<0.1%+75+0.6%AddedHolders
Q2 202511,825$1.27M<0.1%−477−3.9%ReducedHolders
Q1 202512,302$1.37M<0.1%+199+1.6%AddedHolders
Q4 202412,103$1.43M<0.1%00.0%UnchangedHolders
Q3 202412,103$1.47M<0.1%−120−1.0%ReducedHolders
Q2 202412,223$1.43M<0.1%00.0%UnchangedHolders
Q1 202412,223$1.43M<0.1%−2,806−18.7%ReducedHolders
Q4 202315,029$1.57M<0.1%+150+1.0%AddedHolders
Q3 202314,879$1.41M<0.1%−2,250−13.1%ReducedHolders
Q2 202317,129$1.51M<0.1%+16,280+1,917.6%AddedHolders
Q1 2023849$70.2K<0.1%00.0%UnchangedHolders
Q4 2022849$84.4K<0.1%−50−5.6%ReducedHolders
Q3 2022899$77.1K<0.1%00.0%UnchangedHolders
Q2 2022899$86.0K<0.1%−29−3.1%ReducedHolders
Q1 2022928$109.7K<0.1%+928NewHolders
Q4 20210$00.0%−928−100.0%Sold outHolders
Q3 2021928$97.6K<0.1%−32−3.3%ReducedHolders
Q2 2021960$98.4K<0.1%00.0%UnchangedHolders
Q1 2021960$87.5K<0.1%––Holders

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