WEATHERLY ASSET MANAGEMENT L. P.: T position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on T, newest first. How the timeline and the estimate are built.
WEATHERLY ASSET MANAGEMENT L. P. held 74,973 T shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 74,973 sharesChange vs previous 13F -16,657 shares
0.11% of the 13F portfolio, value $1,551,942.
13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 91,630 sharesChange vs previous 13F -8,673 shares
0.21% of the 13F portfolio, value $2,656,346.
13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 100,303 sharesChange vs previous 13F -2,779 shares
0.19% of the 13F portfolio, value $2,491,519.
13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 103,082 sharesChange vs previous 13F -3,242 shares
0.24% of the 13F portfolio, value $2,911,028.
13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 106,324 sharesChange vs previous 13F -1,762 shares
0.26% of the 13F portfolio, value $3,077,030.
13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 108,086 sharesChange vs previous 13F -2,750 shares
0.27% of the 13F portfolio, value $3,056,684.
13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 110,836 sharesChange vs previous 13F -212 shares
0.22% of the 13F portfolio, value $2,523,735.
13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 111,048 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $2,443,064.
13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).