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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

SUI holding history

Sun Communities 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.

SUI overviewAll 13F holders of SUIFull Q2 2026 holdings

Shares (Q2 2026)
261
Value
$31.6K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SUI by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026261$31.6K<0.1%00.0%UnchangedHolders
Q1 2026261$32.6K<0.1%00.0%UnchangedHolders
Q4 2025261$32.6K<0.1%00.0%UnchangedHolders
Q3 2025261$33.9K<0.1%00.0%UnchangedHolders
Q2 2025261$33.3K<0.1%00.0%UnchangedHolders
Q1 2025261$33.8K<0.1%00.0%UnchangedHolders
Q4 2024261$32.3K<0.1%00.0%UnchangedHolders
Q3 2024261$35.5K<0.1%00.0%UnchangedHolders
Q2 2024261$31.7K<0.1%00.0%UnchangedHolders
Q1 2024261$33.8K<0.1%−200−43.4%ReducedHolders
Q4 2023461$62.7K<0.1%00.0%UnchangedHolders
Q3 2023461$55.0K<0.1%00.0%UnchangedHolders
Q2 2023461$60.6K<0.1%00.0%UnchangedHolders
Q1 2023461$65.4K<0.1%−124−21.2%ReducedHolders
Q4 2022585$84.2K<0.1%00.0%UnchangedHolders
Q3 2022585$78.4K<0.1%00.0%UnchangedHolders
Q2 2022585$93.2K<0.1%−17−2.8%ReducedHolders
Q1 2022602$106.1K<0.1%+602NewHolders
Q4 20210$00.0%−602−100.0%Sold outHolders
Q3 2021602$111.9K<0.1%00.0%UnchangedHolders
Q2 2021602$103.7K<0.1%−20−3.2%ReducedHolders
Q1 2021622$93.8K<0.1%––Holders

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