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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: XBI position timeline

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

WEATHERLY ASSET MANAGEMENT L. P. held 157,486 XBI 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 157,486 shares
    Change vs previous 13F -609 shares

    1.77% of the 13F portfolio, value $24,922,200.

    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 158,095 shares
    Change vs previous 13F -130 shares

    1.63% of the 13F portfolio, value $20,193,483.

    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 158,225 shares
    Change vs previous 13F +2,486 shares

    1.48% of the 13F portfolio, value $19,292,382.

    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 155,739 shares
    Change vs previous 13F -760 shares

    1.29% of the 13F portfolio, value $15,605,052.

    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 156,499 shares
    Change vs previous 13F -651 shares

    1.11% of the 13F portfolio, value $12,978,458.

    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 157,150 shares
    Change vs previous 13F -795 shares

    1.14% of the 13F portfolio, value $12,744,859.

    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 157,945 shares
    Change vs previous 13F +532 shares

    1.26% of the 13F portfolio, value $14,224,516.

    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 157,413 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $15,552,391.

    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).