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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

RF holding history

Regions Financial Corp 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.

RF overviewAll 13F holders of RFFull Q2 2026 holdings

Shares (Q2 2026)
105
Value
$3.19K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of RF by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026105$3.19K<0.1%−1,731−94.3%ReducedHolders
Q1 20261,836$50.8K<0.1%+6+0.3%AddedHolders
Q4 20251,830$49.6K<0.1%00.0%UnchangedHolders
Q3 20251,830$48.3K<0.1%00.0%UnchangedHolders
Q2 20251,830$43.0K<0.1%+35+1.9%AddedHolders
Q1 20251,795$39.5K<0.1%00.0%UnchangedHolders
Q4 20241,795$42.7K<0.1%00.0%UnchangedHolders
Q3 20241,795$42.3K<0.1%00.0%UnchangedHolders
Q2 20241,795$36.4K<0.1%00.0%UnchangedHolders
Q1 20241,795$38.2K<0.1%00.0%UnchangedHolders
Q4 20231,795$35.5K<0.1%00.0%UnchangedHolders
Q3 20231,795$31.3K<0.1%00.0%UnchangedHolders
Q2 20231,795$32.3K<0.1%00.0%UnchangedHolders
Q1 20231,795$33.7K<0.1%00.0%UnchangedHolders
Q4 20221,795$39.1K<0.1%00.0%UnchangedHolders
Q3 20221,795$36.4K<0.1%−95−5.0%ReducedHolders
Q2 20221,890$35.7K<0.1%+95+5.3%AddedHolders
Q1 20221,795$40.3K<0.1%+1,795NewHolders
Q3 20210$00.0%−147−100.0%Sold outHolders
Q2 2021147$2.99K<0.1%00.0%UnchangedHolders
Q1 2021147$3.06K<0.1%––Holders

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