Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

TW holding history

Tradeweb Markets 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2025

Holdings of TW by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−255−100.0%	Sold out	Holders
Q3 2025	255	$28.3K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	255	$37.3K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	255	$37.9K	<0.1%	+255	New	Holders