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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: GS position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 227 GS 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 227 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $229,308.

    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 ยง4.2).