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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

SIRI holding history

Sirius XM Holdings 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.

SIRI overviewAll 13F holders of SIRIFull Q2 2026 holdings

Shares (Q2 2026)
35,584
Value
$1.05M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SIRI by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,584$1.05M<0.1%00.0%UnchangedHolders
Q1 202635,584$952.6K<0.1%00.0%UnchangedHolders
Q4 202535,584$711.5K<0.1%+76+0.2%AddedHolders
Q3 202535,508$826.4K<0.1%00.0%UnchangedHolders
Q2 202535,508$815.6K<0.1%00.0%UnchangedHolders
Q1 202535,508$800.5K<0.1%+50+0.1%AddedHolders
Q4 202435,458$808.4K<0.1%−152−0.4%ReducedHolders
Q3 202435,610$842.2K<0.1%+33,918+2,004.6%AddedHolders
Q2 20241,692$4.79K<0.1%00.0%UnchangedHolders
Q1 20241,692$6.57K<0.1%00.0%UnchangedHolders
Q4 20231,692$9.36K<0.1%00.0%UnchangedHolders
Q3 20231,692$7.65K<0.1%−1,200−41.5%ReducedHolders
Q2 20232,892$13.1K<0.1%00.0%UnchangedHolders
Q1 20232,892$11.5K<0.1%00.0%UnchangedHolders
Q4 20222,892$16.9K<0.1%00.0%UnchangedHolders
Q3 20222,892$16.5K<0.1%00.0%UnchangedHolders
Q2 20222,892$17.7K<0.1%00.0%UnchangedHolders
Q1 20222,892$19.1K<0.1%+2,892NewHolders
Q4 20210$00.0%−360−100.0%Sold outHolders
Q3 2021360$2.20K<0.1%−4,600−92.7%ReducedHolders
Q2 20214,960$32.4K<0.1%00.0%UnchangedHolders
Q1 20214,960$30.2K<0.1%––Holders

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