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Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

SAP holding history

SAP SE 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.

SAP overviewAll 13F holders of SAPFull Q2 2026 holdings

Shares (Q2 2026)
28
Value
$4.32K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SAP by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628$4.32K<0.1%−41−59.4%ReducedHolders
Q1 202669$11.8K<0.1%−27−28.1%ReducedHolders
Q4 202596$23.3K<0.1%00.0%UnchangedHolders
Q3 202596$25.7K<0.1%−11−10.3%ReducedHolders
Q2 2025107$32.5K<0.1%+11+11.5%AddedHolders
Q1 202596$25.8K<0.1%+82+585.7%AddedHolders
Q4 202414$3.45K<0.1%00.0%UnchangedHolders
Q3 202414$3.21K<0.1%00.0%UnchangedHolders
Q2 202414$2.82K<0.1%00.0%UnchangedHolders
Q1 202414$2.73K<0.1%00.0%UnchangedHolders
Q4 202314$2.16K<0.1%00.0%UnchangedHolders
Q3 202314$1.81K<0.1%00.0%UnchangedHolders
Q2 202314$1.92K<0.1%00.0%UnchangedHolders
Q1 202314$1.77K<0.1%00.0%UnchangedHolders
Q4 202214$1.45K<0.1%00.0%UnchangedHolders
Q3 202214$1.14K<0.1%−115−89.1%ReducedHolders
Q2 2022129$11.7K<0.1%+115+821.4%AddedHolders
Q1 202214$1.55K<0.1%+14NewHolders
Q3 20210$00.0%−16−100.0%Sold outHolders
Q2 202116$2.25K<0.1%00.0%UnchangedHolders
Q1 202116$1.97K<0.1%––Holders

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