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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

SPGI holding history

S&P Global 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.

SPGI overviewAll 13F holders of SPGIFull Q2 2026 holdings

Shares (Q2 2026)
98,818
Value
$40.2M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of SPGI by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202698,818$40.2M0.5%−7,667−7.2%ReducedHolders
Q1 2026106,485$45.2M0.6%−14,157−11.7%ReducedHolders
Q4 2025120,642$63.0M0.8%+2,672+2.3%AddedHolders
Q3 2025117,970$57.4M0.8%−945−0.8%ReducedHolders
Q2 2025118,915$62.7M0.9%+270.0%AddedHolders
Q1 2025118,888$60.4M0.9%+311+0.3%AddedHolders
Q4 2024118,577$59.1M0.9%−238−0.2%ReducedHolders
Q3 2024118,815$61.4M0.9%−2,123−1.8%ReducedHolders
Q2 2024120,938$53.9M0.8%−1,331−1.1%ReducedHolders
Q1 2024122,269$52.0M0.8%−3,261−2.6%ReducedHolders
Q4 2023125,530$55.5M0.9%+2,011+1.6%AddedHolders
Q3 2023123,519$45.1M0.8%+503+0.4%AddedHolders
Q2 2023123,016$49.3M0.9%+2,874+2.4%AddedHolders
Q1 2023120,142$41.4M0.8%+1,928+1.6%AddedHolders
Q4 2022118,214$39.6M0.8%−15,930−11.9%ReducedHolders
Q3 2022134,144$41.0M0.9%+3,577+2.7%AddedHolders
Q2 2022130,567$44.0M0.9%+8,229+6.7%AddedHolders
Q1 2022122,338$50.2M0.9%+54,619+80.7%AddedHolders
Q4 202167,719$32.0M0.5%+6,341+10.3%AddedHolders
Q3 202161,378$26.1M0.5%+25,951+73.3%AddedHolders
Q2 202135,427$14.5M0.3%+35,419+442,737.5%AddedHolders
Q1 20218$2.82K<0.1%––Holders

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