Skip to content
Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: FHLC position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 313,281 FHLC 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 313,281 shares
    Change vs previous 13F +6,806 shares

    1.72% of the 13F portfolio, value $24,200,993.

    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 306,475 shares
    Change vs previous 13F +8,602 shares

    1.74% of the 13F portfolio, value $21,563,605.

    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 297,873 shares
    Change vs previous 13F +11,607 shares

    1.7% of the 13F portfolio, value $22,125,994.

    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 286,266 shares
    Change vs previous 13F +14,171 shares

    1.58% of the 13F portfolio, value $19,142,582.

    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 272,095 shares
    Change vs previous 13F +12,943 shares

    1.48% of the 13F portfolio, value $17,400,470.

    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 259,152 shares
    Change vs previous 13F +5,982 shares

    1.59% of the 13F portfolio, value $17,705,272.

    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 253,170 shares
    Change vs previous 13F +18,027 shares

    1.47% of the 13F portfolio, value $16,544,628.

    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 235,143 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $17,118,397.

    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).