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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
6,254
Value
$376.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UL by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,254$376.0K<0.1%−443−6.6%ReducedHolders
Q1 20266,697$393.2K<0.1%−1,682−20.1%ReducedHolders
Q4 20258,379$548.0K<0.1%−1,711−17.0%ReducedHolders
Q3 202510,090$598.1K<0.1%+500+5.2%AddedHolders
Q2 20259,590$586.6K<0.1%00.0%UnchangedHolders
Q1 20259,590$571.1K<0.1%−3,415−26.3%ReducedHolders
Q4 202413,005$737.4K<0.1%−925−6.6%ReducedHolders
Q3 202413,930$904.9K<0.1%00.0%UnchangedHolders
Q2 202413,930$766.0K<0.1%−8,165−37.0%ReducedHolders
Q1 202422,095$1.11M<0.1%−605−2.7%ReducedHolders
Q4 202322,700$1.10M<0.1%−2,403−9.6%ReducedHolders
Q3 202325,103$1.24M<0.1%−890−3.4%ReducedHolders
Q2 202325,993$1.36M<0.1%+18,631+253.1%AddedHolders
Q1 20237,362$382.3K<0.1%00.0%UnchangedHolders
Q4 20227,362$370.7K<0.1%00.0%UnchangedHolders
Q3 20227,362$322.8K<0.1%−198−2.6%ReducedHolders
Q2 20227,560$346.5K<0.1%+198+2.7%AddedHolders
Q1 20227,362$335.5K<0.1%00.0%UnchangedHolders
Q4 20217,362$396.0K<0.1%−341−4.4%ReducedHolders
Q3 20217,703$417.7K<0.1%+91+1.2%AddedHolders
Q2 20217,612$445.3K<0.1%00.0%UnchangedHolders
Q1 20217,612$425.0K<0.1%––Holders

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