WEATHERLY ASSET MANAGEMENT L. P.
Q3 2026 13F Holdings
Location
Del Mar, CA
Holdings as of
9/30/2026
Value
$1.42B
Num holdings
188
Date filed
10/20/2026
Form type
13F-HR
Prev filing
7/20/2026
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type