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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: IMVP position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 50,261 IMVP 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 50,261 shares
    Change vs previous 13F +11,395 shares

    0.07% of the 13F portfolio, value $1,008,740.

    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 38,866 shares
    Change vs previous 13F +5,865 shares

    0.06% of the 13F portfolio, value $797,926.

    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 33,001 shares
    Change vs previous 13F +4,905 shares

    0.06% of the 13F portfolio, value $802,263.

    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 28,096 shares
    Change vs previous 13F +3,210 shares

    0.06% of the 13F portfolio, value $704,380.

    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 24,886 shares
    Change vs previous 13F +3,510 shares

    0.06% of the 13F portfolio, value $670,692.

    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 21,376 shares
    Change vs previous 13F +1,220 shares

    0.05% of the 13F portfolio, value $534,627.

    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 20,156 shares
    Change vs previous 13F -13,449 shares

    0.05% of the 13F portfolio, value $519,433.

    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 33,605 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,032,010.

    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).