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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

TM holding history

Toyota Motor 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.

TM overviewAll 13F holders of TMFull Q2 2026 holdings

Shares (Q2 2026)
1,465
Value
$246.7K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of TM by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,465$246.7K<0.1%00.0%UnchangedHolders
Q1 20261,465$275.9K<0.1%00.0%UnchangedHolders
Q4 20251,465$313.6K<0.1%+20+1.4%AddedHolders
Q3 20251,445$276.1K<0.1%−5−0.3%ReducedHolders
Q2 20251,450$249.8K<0.1%−15−1.0%ReducedHolders
Q1 20251,465$258.6K<0.1%00.0%UnchangedHolders
Q4 20241,465$285.1K<0.1%00.0%UnchangedHolders
Q3 20241,465$261.6K<0.1%00.0%UnchangedHolders
Q2 20241,465$300.3K<0.1%00.0%UnchangedHolders
Q1 20241,465$368.7K<0.1%00.0%UnchangedHolders
Q4 20231,465$265.3K<0.1%−50−3.3%ReducedHolders
Q3 20231,515$275.4K<0.1%−50−3.2%ReducedHolders
Q2 20231,565$251.6K<0.1%+1,050+203.9%AddedHolders
Q1 2023515$74.3K<0.1%00.0%UnchangedHolders
Q4 2022515$70.3K<0.1%−50−8.8%ReducedHolders
Q3 2022565$74.6K<0.1%00.0%UnchangedHolders
Q2 2022565$87.1K<0.1%00.0%UnchangedHolders
Q1 2022565$103.1K<0.1%+565NewHolders
Q4 20210$00.0%−490−100.0%Sold outHolders
Q3 2021490$88.1K<0.1%−12−2.4%ReducedHolders
Q2 2021502$87.8K<0.1%00.0%UnchangedHolders
Q1 2021502$78.3K<0.1%––Holders

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