Skip to content
Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: PG position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 84,780 PG 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 84,780 shares
    Change vs previous 13F +1,522 shares

    0.88% of the 13F portfolio, value $12,432,154.

    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 83,258 shares
    Change vs previous 13F +2,071 shares

    0.97% of the 13F portfolio, value $12,025,763.

    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 81,187 shares
    Change vs previous 13F +95 shares

    0.9% of the 13F portfolio, value $11,634,888.

    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 81,092 shares
    Change vs previous 13F +513 shares

    1.03% of the 13F portfolio, value $12,459,837.

    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 80,579 shares
    Change vs previous 13F +124 shares

    1.09% of the 13F portfolio, value $12,837,915.

    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 80,455 shares
    Change vs previous 13F +961 shares

    1.23% of the 13F portfolio, value $13,711,176.

    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 79,494 shares
    Change vs previous 13F +4,875 shares

    1.18% of the 13F portfolio, value $13,327,214.

    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 74,619 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $12,924,080.

    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).