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WEATHERLY ASSET MANAGEMENT L. P.: NTR position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 46,959 NTR 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 46,959 shares
    Change vs previous 13F -369 shares

    0.21% of the 13F portfolio, value $2,978,106.

    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 47,328 shares
    Change vs previous 13F -447 shares

    0.29% of the 13F portfolio, value $3,593,567.

    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 47,775 shares
    Change vs previous 13F +4,081 shares

    0.23% of the 13F portfolio, value $2,970,895.

    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 43,694 shares
    Change vs previous 13F +4,895 shares

    0.21% of the 13F portfolio, value $2,586,713.

    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 38,799 shares
    Change vs previous 13F +266 shares

    0.19% of the 13F portfolio, value $2,279,646.

    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 38,533 shares
    Change vs previous 13F -1,190 shares

    0.17% of the 13F portfolio, value $1,933,800.

    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 39,723 shares
    Change vs previous 13F -2,020 shares

    0.16% of the 13F portfolio, value $1,797,931.

    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 41,743 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,028,139.

    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).