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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: WM position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 111,159 WM 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 111,159 shares
    Change vs previous 13F -1,440 shares

    1.76% of the 13F portfolio, value $24,775,161.

    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 112,599 shares
    Change vs previous 13F -46 shares

    2.09% of the 13F portfolio, value $25,874,092.

    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 112,645 shares
    Change vs previous 13F +913 shares

    1.9% of the 13F portfolio, value $24,749,160.

    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 111,732 shares
    Change vs previous 13F -750 shares

    2.03% of the 13F portfolio, value $24,673,871.

    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 112,482 shares
    Change vs previous 13F +703 shares

    2.19% of the 13F portfolio, value $25,738,093.

    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 111,779 shares
    Change vs previous 13F +800 shares

    2.32% of the 13F portfolio, value $25,878,022.

    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 110,979 shares
    Change vs previous 13F +1,803 shares

    1.99% of the 13F portfolio, value $22,394,397.

    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 109,176 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $22,664,971.

    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).