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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: SBUX position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 74,666 SBUX 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 74,666 shares
    Change vs previous 13F -4,605 shares

    0.54% of the 13F portfolio, value $7,630,096.

    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 79,271 shares
    Change vs previous 13F -3,398 shares

    0.57% of the 13F portfolio, value $7,101,869.

    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 82,669 shares
    Change vs previous 13F -6,203 shares

    0.54% of the 13F portfolio, value $6,961,592.

    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 88,872 shares
    Change vs previous 13F -7,671 shares

    0.62% of the 13F portfolio, value $7,518,560.

    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 96,543 shares
    Change vs previous 13F -4,518 shares

    0.75% of the 13F portfolio, value $8,846,213.

    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 101,061 shares
    Change vs previous 13F -2,933 shares

    0.89% of the 13F portfolio, value $9,913,048.

    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 103,994 shares
    Change vs previous 13F -992 shares

    0.84% of the 13F portfolio, value $9,489,452.

    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 104,986 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $10,235,081.

    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).