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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: ITOT position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 156,378 ITOT 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 156,378 shares
    Change vs previous 13F -3,295 shares

    1.83% of the 13F portfolio, value $25,688,143.

    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 159,673 shares
    Change vs previous 13F +1,657 shares

    1.84% of the 13F portfolio, value $22,742,283.

    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 158,016 shares
    Change vs previous 13F +1,669 shares

    1.81% of the 13F portfolio, value $23,495,436.

    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 156,347 shares
    Change vs previous 13F -323 shares

    1.88% of the 13F portfolio, value $22,771,931.

    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 156,670 shares
    Change vs previous 13F +2,846 shares

    1.8% of the 13F portfolio, value $21,156,673.

    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 153,824 shares
    Change vs previous 13F +2,692 shares

    1.68% of the 13F portfolio, value $18,768,093.

    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 151,132 shares
    Change vs previous 13F +768 shares

    1.72% of the 13F portfolio, value $19,438,614.

    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 150,364 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $18,888,671.

    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).