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Livermore
Livermore
ZHEN

Bartlett & Co. Wealth Management LLC

SEC CIK
0002010186
Latest filing
Jul 24, 2026

WIW holding history

Western Asset Inflation-Linked Opportunities & Income Fund 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.

WIW overviewAll 13F holders of WIWFull Q2 2026 holdings

Shares (Q2 2026)
3,000
Value
$25.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of WIW by Bartlett & Co. Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,000$25.2K<0.1%00.0%UnchangedHolders
Q1 20263,000$25.6K<0.1%00.0%UnchangedHolders
Q4 20253,000$25.8K<0.1%00.0%UnchangedHolders
Q3 20253,000$26.7K<0.1%00.0%UnchangedHolders
Q2 20253,000$26.3K<0.1%00.0%UnchangedHolders
Q1 20253,000$26.4K<0.1%00.0%UnchangedHolders
Q4 20243,000$24.8K<0.1%00.0%UnchangedHolders
Q3 20243,000$26.5K<0.1%00.0%UnchangedHolders
Q2 20243,000$25.5K<0.1%00.0%UnchangedHolders
Q1 20243,000$25.9K<0.1%00.0%UnchangedHolders
Q4 20233,000$26.2K<0.1%00.0%UnchangedHolders
Q3 20233,000$24.7K<0.1%00.0%UnchangedHolders
Q2 20233,000$26.6K<0.1%00.0%UnchangedHolders
Q1 20233,000$27.4K<0.1%−5−0.2%ReducedHolders
Q4 20223,005$27.4K<0.1%−1,700−36.1%ReducedHolders
Q3 20224,705$42.7K<0.1%00.0%UnchangedHolders
Q2 20224,705$49.5K<0.1%−4,685−49.9%ReducedHolders
Q1 20229,390$112.8K<0.1%+9,390NewHolders
Q4 20210$00.0%−9,540−100.0%Sold outHolders
Q3 20219,540$126.8K<0.1%00.0%UnchangedHolders
Q2 20219,540$125.1K<0.1%−98,073−91.1%ReducedHolders
Q1 2021107,613$1.31M<0.1%––Holders

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