Skip to content
Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: DEO position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 0 DEO 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 0 shares
    Change vs previous 13F -5,649 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 5,649 shares
    Change vs previous 13F -346 shares

    0.03% of the 13F portfolio, value $420,577.

    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 5,995 shares
    Change vs previous 13F +26 shares

    0.04% of the 13F portfolio, value $517,187.

    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 5,969 shares
    Change vs previous 13F -550 shares

    0.05% of the 13F portfolio, value $569,622.

    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 6,519 shares
    Change vs previous 13F -50 shares

    0.06% of the 13F portfolio, value $657,376.

    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 6,569 shares
    Change vs previous 13F -275 shares

    0.06% of the 13F portfolio, value $699,008.

    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 6,844 shares
    Change vs previous 13F -150 shares

    0.08% of the 13F portfolio, value $870,078.

    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 6,994 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $999,828.

    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).