Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

SYY holding history

Sysco 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.

SYY overview All 13F holders of SYY Full Q2 2026 holdings

Shares (Q2 2026): 51,562
Value: $4.31M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of SYY by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	51,562	$4.31M	0.1%	−3,249−5.9%	Reduced	Holders
Q1 2026	54,811	$3.97M	0.1%	−12,133−18.1%	Reduced	Holders
Q4 2025	66,944	$4.93M	0.1%	−4,580−6.4%	Reduced	Holders
Q3 2025	71,524	$5.89M	0.1%	−5,810−7.5%	Reduced	Holders
Q2 2025	77,334	$5.86M	0.1%	−2,610−3.3%	Reduced	Holders
Q1 2025	79,944	$6.00M	0.1%	−1,679−2.1%	Reduced	Holders
Q4 2024	81,623	$6.24M	0.1%	−7,512−8.4%	Reduced	Holders
Q3 2024	89,135	$6.96M	0.1%	−1,554−1.7%	Reduced	Holders
Q2 2024	90,689	$6.47M	0.1%	−2,150−2.3%	Reduced	Holders
Q1 2024	92,839	$7.54M	0.1%	−12,965−12.3%	Reduced	Holders
Q4 2023	105,804	$7.73M	0.1%	−1,239−1.2%	Reduced	Holders
Q3 2023	107,043	$7.07M	0.1%	−1,080−1.0%	Reduced	Holders
Q2 2023	108,123	$8.02M	0.1%	+3,137+3.0%	Added	Holders
Q1 2023	104,986	$8.11M	0.2%	−3,000−2.8%	Reduced	Holders
Q4 2022	107,986	$8.26M	0.2%	−3,585−3.2%	Reduced	Holders
Q3 2022	111,571	$7.89M	0.2%	−477−0.4%	Reduced	Holders
Q2 2022	112,048	$9.55M	0.2%	−9,319−7.7%	Reduced	Holders
Q1 2022	121,367	$9.97M	0.2%	+2,717+2.3%	Added	Holders
Q4 2021	118,650	$9.32M	0.2%	−1,935−1.6%	Reduced	Holders
Q3 2021	120,585	$9.52M	0.2%	+430+0.4%	Added	Holders
Q2 2021	120,155	$9.34M	0.2%	−4,500−3.6%	Reduced	Holders
Q1 2021	124,655	$9.87M	0.2%	–	–	Holders

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