WEATHERLY ASSET MANAGEMENT L. P.: FDX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on FDX, newest first. How the timeline and the estimate are built.
WEATHERLY ASSET MANAGEMENT L. P. held 10,901 FDX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 10,901 sharesChange vs previous 13F -246 shares
0.24% of the 13F portfolio, value $3,424,805.
13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,147 sharesChange vs previous 13F +310 shares
0.32% of the 13F portfolio, value $3,984,300.
13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,837 sharesChange vs previous 13F +161 shares
0.24% of the 13F portfolio, value $3,144,195.
13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,676 sharesChange vs previous 13F -490 shares
0.21% of the 13F portfolio, value $2,530,954.
13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,166 sharesChange vs previous 13F +1,276 shares
0.22% of the 13F portfolio, value $2,552,392.
13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,890 sharesChange vs previous 13F +100 shares
0.22% of the 13F portfolio, value $2,423,103.
13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 9,790 sharesChange vs previous 13F -1,321 shares
0.25% of the 13F portfolio, value $2,768,081.
13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,111 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $3,055,409.
13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).