WEATHERLY ASSET MANAGEMENT L. P.
Q2 2026 13F Holdings
Location
Del Mar, CA
Holdings as of
6/30/2026
Value
$1.40B
Num holdings
188
Date filed
7/20/2026
Form type
13F-HR
Prev filing
4/15/2026
Next filing
10/20/2026
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type