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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: DLR position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 54,617 DLR 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 54,617 shares
    Change vs previous 13F +190 shares

    0.7% of the 13F portfolio, value $9,808,074.

    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 54,427 shares
    Change vs previous 13F +3,436 shares

    0.79% of the 13F portfolio, value $9,808,202.

    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 50,991 shares
    Change vs previous 13F +2,056 shares

    0.61% of the 13F portfolio, value $7,938,277.

    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 48,935 shares
    Change vs previous 13F +1,266 shares

    0.7% of the 13F portfolio, value $8,459,883.

    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 47,669 shares
    Change vs previous 13F +1,022 shares

    0.71% of the 13F portfolio, value $8,310,137.

    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 46,647 shares
    Change vs previous 13F +1,022 shares

    0.6% of the 13F portfolio, value $6,684,049.

    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 45,625 shares
    Change vs previous 13F +3,888 shares

    0.72% of the 13F portfolio, value $8,137,999.

    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 41,737 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,754,299.

    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).