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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: CGW position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 400,837 CGW 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 400,837 shares
    Change vs previous 13F -2,085 shares

    1.88% of the 13F portfolio, value $26,347,026.

    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 402,922 shares
    Change vs previous 13F -85 shares

    2.08% of the 13F portfolio, value $25,762,843.

    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 403,007 shares
    Change vs previous 13F +3,495 shares

    1.95% of the 13F portfolio, value $25,393,924.

    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 399,512 shares
    Change vs previous 13F -12,140 shares

    2.11% of the 13F portfolio, value $25,664,673.

    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 411,652 shares
    Change vs previous 13F -3,300 shares

    2.19% of the 13F portfolio, value $25,728,231.

    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 414,952 shares
    Change vs previous 13F -1,389 shares

    2.07% of the 13F portfolio, value $23,108,660.

    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 416,341 shares
    Change vs previous 13F -34,526 shares

    2% of the 13F portfolio, value $22,565,684.

    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 450,867 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $27,593,078.

    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).