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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: ALL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on ALL, newest first. How the timeline and the estimate are built.

WEATHERLY ASSET MANAGEMENT L. P. held 6,318 ALL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,318 shares
    Change vs previous 13F -202 shares

    0.11% of the 13F portfolio, value $1,510,199.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,520 shares
    Change vs previous 13F -329 shares

    0.11% of the 13F portfolio, value $1,359,003.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,849 shares
    Change vs previous 13F -110 shares

    0.11% of the 13F portfolio, value $1,432,462.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,959 shares
    Change vs previous 13F -265 shares

    0.12% of the 13F portfolio, value $1,500,704.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,224 shares
    Change vs previous 13F -150 shares

    0.12% of the 13F portfolio, value $1,461,558.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,374 shares
    Change vs previous 13F -255 shares

    0.14% of the 13F portfolio, value $1,534,304.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,629 shares
    Change vs previous 13F -105 shares

    0.13% of the 13F portfolio, value $1,477,810.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,734 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,473,888.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).