Skip to main content
Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

SRCE holding history

1st Source 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.

SRCE overviewAll 13F holders of SRCEFull Q2 2026 holdings

Shares (Q2 2026)
2,550
Value
$208.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SRCE by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,550$208.0K<0.1%00.0%UnchangedHolders
Q1 20262,550$186.3K<0.1%00.0%UnchangedHolders
Q4 20252,550$159.3K<0.1%00.0%UnchangedHolders
Q3 20252,550$157.0K<0.1%00.0%UnchangedHolders
Q2 20252,550$158.3K<0.1%00.0%UnchangedHolders
Q1 20252,550$152.5K<0.1%−300−10.5%ReducedHolders
Q4 20242,850$166.4K<0.1%00.0%UnchangedHolders
Q3 20242,850$170.7K<0.1%00.0%UnchangedHolders
Q2 20242,850$152.8K<0.1%00.0%UnchangedHolders
Q1 20242,850$149.4K<0.1%00.0%UnchangedHolders
Q4 20232,850$158.7K<0.1%00.0%UnchangedHolders
Q3 20232,850$120.0K<0.1%00.0%UnchangedHolders
Q2 20232,850$119.5K<0.1%00.0%UnchangedHolders
Q1 20232,850$123.0K<0.1%00.0%UnchangedHolders
Q4 20222,850$151.3K<0.1%−150−5.0%ReducedHolders
Q3 20223,000$138.9K<0.1%00.0%UnchangedHolders
Q2 20223,000$136.2K<0.1%00.0%UnchangedHolders
Q1 20223,000$138.8K<0.1%+3,000NewHolders
Q4 20210$00.0%−3,000−100.0%Sold outHolders
Q3 20213,000$141.7K<0.1%00.0%UnchangedHolders
Q2 20213,000$139.4K<0.1%00.0%UnchangedHolders
Q1 20213,000$142.7K<0.1%––Holders

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