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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

SLB holding history

SLB Limited 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.

SLB overviewAll 13F holders of SLBFull Q2 2026 holdings

Shares (Q2 2026)
9,258
Value
$433.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SLB by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,258$433.2K<0.1%+47+0.5%AddedHolders
Q1 20269,211$512.4K<0.1%−288−3.0%ReducedHolders
Q4 20259,499$367.3K<0.1%−200−2.1%ReducedHolders
Q3 20259,699$336.1K<0.1%−82−0.8%ReducedHolders
Q2 20259,781$333.4K<0.1%+1,207+14.1%AddedHolders
Q1 20258,574$360.8K<0.1%−396−4.4%ReducedHolders
Q4 20248,970$346.4K<0.1%−638−6.6%ReducedHolders
Q3 20249,608$405.7K<0.1%−793−7.6%ReducedHolders
Q2 202410,401$493.6K<0.1%−167−1.6%ReducedHolders
Q1 202410,568$582.2K<0.1%−234−2.2%ReducedHolders
Q4 202310,802$566.9K<0.1%−329−3.0%ReducedHolders
Q3 202311,131$651.7K<0.1%+729+7.0%AddedHolders
Q2 202310,402$513.7K<0.1%+4,104+65.2%AddedHolders
Q1 20236,298$310.8K<0.1%00.0%UnchangedHolders
Q4 20226,298$337.8K<0.1%+100+1.6%AddedHolders
Q3 20226,198$223.6K<0.1%−212−3.3%ReducedHolders
Q2 20226,410$230.3K<0.1%00.0%UnchangedHolders
Q1 20226,410$265.6K<0.1%+6,410NewHolders
Q4 20210$00.0%−6,410−100.0%Sold outHolders
Q3 20216,410$190.8K<0.1%−475−6.9%ReducedHolders
Q2 20216,885$221.2K<0.1%+379+5.8%AddedHolders
Q1 20216,506$177.6K<0.1%––Holders

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