WEATHERLY ASSET MANAGEMENT L. P.: TT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on TT, newest first. How the timeline and the estimate are built.
WEATHERLY ASSET MANAGEMENT L. P. held 11,154 TT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 11,154 sharesChange vs previous 13F -597 shares
0.39% of the 13F portfolio, value $5,478,549.
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 11,751 sharesChange vs previous 13F -80 shares
0.4% of the 13F portfolio, value $4,897,239.
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 11,831 sharesChange vs previous 13F -45 shares
0.35% of the 13F portfolio, value $4,604,620.
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 11,876 sharesChange vs previous 13F -262 shares
0.41% of the 13F portfolio, value $5,011,242.
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 12,138 sharesChange vs previous 13F -199 shares
0.45% of the 13F portfolio, value $5,309,329.
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 12,337 sharesChange vs previous 13F -34 shares
0.37% of the 13F portfolio, value $4,156,618.
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 12,371 sharesChange vs previous 13F -321 shares
0.41% of the 13F portfolio, value $4,569,268.
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 12,692 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $4,933,802.
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).