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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: TOTL position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 678,852 TOTL 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 678,852 shares
    Change vs previous 13F +22,356 shares

    1.91% of the 13F portfolio, value $26,794,284.

    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 656,496 shares
    Change vs previous 13F +26,386 shares

    2.11% of the 13F portfolio, value $26,082,600.

    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 630,110 shares
    Change vs previous 13F +32,121 shares

    1.95% of the 13F portfolio, value $25,361,933.

    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 597,989 shares
    Change vs previous 13F +37,963 shares

    2% of the 13F portfolio, value $24,260,417.

    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 560,026 shares
    Change vs previous 13F +15,072 shares

    1.91% of the 13F portfolio, value $22,462,630.

    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 544,954 shares
    Change vs previous 13F +38,956 shares

    1.97% of the 13F portfolio, value $21,956,182.

    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 505,998 shares
    Change vs previous 13F +34,927 shares

    1.77% of the 13F portfolio, value $19,931,278.

    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 471,071 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $19,502,353.

    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).