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WEATHERLY ASSET MANAGEMENT L. P.: VIGI position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 291,140 VIGI 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 291,140 shares
    Change vs previous 13F +7,017 shares

    1.93% of the 13F portfolio, value $27,186,622.

    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 284,123 shares
    Change vs previous 13F +3,737 shares

    2.03% of the 13F portfolio, value $25,133,527.

    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 280,386 shares
    Change vs previous 13F +7,232 shares

    1.97% of the 13F portfolio, value $25,641,279.

    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 273,154 shares
    Change vs previous 13F +8,196 shares

    2.02% of the 13F portfolio, value $24,466,419.

    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 264,958 shares
    Change vs previous 13F +11,908 shares

    2.03% of the 13F portfolio, value $23,877,971.

    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 253,050 shares
    Change vs previous 13F +6,291 shares

    1.88% of the 13F portfolio, value $20,987,965.

    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 246,759 shares
    Change vs previous 13F +10,607 shares

    1.75% of the 13F portfolio, value $19,738,289.

    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 236,152 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $20,847,467.

    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).