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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

WAFD holding history

Wafd 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.

WAFD overviewAll 13F holders of WAFDFull Q2 2026 holdings

Shares (Q2 2026)
3,442
Value
$132.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WAFD by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,442$132.1K<0.1%−10.0%ReducedHolders
Q1 20263,443$121.3K<0.1%00.0%UnchangedHolders
Q4 20253,443$110.3K<0.1%00.0%UnchangedHolders
Q3 20253,443$104.3K<0.1%00.0%UnchangedHolders
Q2 20253,443$100.8K<0.1%00.0%UnchangedHolders
Q1 20253,443$98.4K<0.1%00.0%UnchangedHolders
Q4 20243,443$111.0K<0.1%00.0%UnchangedHolders
Q3 20243,443$120.0K<0.1%00.0%UnchangedHolders
Q2 20243,443$98.4K<0.1%00.0%UnchangedHolders
Q1 20243,443$100.0K<0.1%−275−7.4%ReducedHolders
Q4 20233,718$124.5K<0.1%00.0%UnchangedHolders
Q3 20233,718$95.3K<0.1%−275−6.9%ReducedHolders
Q2 20233,993$105.9K<0.1%00.0%UnchangedHolders
Q1 20233,993$120.3K<0.1%00.0%UnchangedHolders
Q4 20223,993$134.0K<0.1%00.0%UnchangedHolders
Q3 20223,993$119.7K<0.1%00.0%UnchangedHolders
Q2 20223,993$119.9K<0.1%+2,093+110.2%AddedHolders
Q1 20221,900$62.4K<0.1%+1,900NewHolders
Q4 20210$00.0%−3,993−100.0%Sold outHolders
Q3 20213,993$137.0K<0.1%00.0%UnchangedHolders
Q2 20213,993$126.9K<0.1%−1,600−28.6%ReducedHolders
Q1 20215,593$172.3K<0.1%––Holders

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