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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: UL position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 12,978 UL 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 12,978 shares
    Change vs previous 13F -1,863 shares

    0.06% of the 13F portfolio, value $780,217.

    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 14,841 shares
    Change vs previous 13F -328 shares

    0.07% of the 13F portfolio, value $853,417.

    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 15,169 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $992,053.

    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).