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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: IXUS position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 86,077 IXUS 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 86,077 shares
    Change vs previous 13F +749 shares

    0.58% of the 13F portfolio, value $8,215,170.

    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 85,328 shares
    Change vs previous 13F +7,087 shares

    0.6% of the 13F portfolio, value $7,392,837.

    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 78,241 shares
    Change vs previous 13F +1,551 shares

    0.51% of the 13F portfolio, value $6,622,337.

    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 76,690 shares
    Change vs previous 13F -5,462 shares

    0.52% of the 13F portfolio, value $6,333,086.

    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 82,152 shares
    Change vs previous 13F +283 shares

    0.54% of the 13F portfolio, value $6,351,195.

    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 81,869 shares
    Change vs previous 13F +1,176 shares

    0.51% of the 13F portfolio, value $5,715,287.

    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 80,693 shares
    Change vs previous 13F +7,132 shares

    0.47% of the 13F portfolio, value $5,337,047.

    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 73,561 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $5,342,712.

    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).