WEATHERLY ASSET MANAGEMENT L. P.

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Del Mar, CA
CIK
0000934745
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 174 857,086 13F-HR 7/21/2023 000093474523000006 WEATHERLY ASSET MANAGEMENT L. P.
Q1 2023 173 770,594 13F-HR 4/13/2023 000093474523000004 WEATHERLY ASSET MANAGEMENT L. P.
Q4 2022 172 732,658 13F-HR 1/10/2023 000093474523000002 WEATHERLY ASSET MANAGEMENT L. P.
Q3 2022 174 695,893 13F-HR 10/17/2022 000093474522000008 WEATHERLY ASSET MANAGEMENT L. P.
Q2 2022 181 718,092 13F-HR 7/18/2022 000093474522000006 WEATHERLY ASSET MANAGEMENT L. P.
Q1 2022 195 854,909 13F-HR 5/6/2022 000093474522000004 WEATHERLY ASSET MANAGEMENT L. P.
Q4 2021 200 901,587 13F-HR 1/28/2022 000093474522000002 WEATHERLY ASSET MANAGEMENT L. P.
Q3 2021 197 821,880 13F-HR 11/5/2021 000093474521000008 WEATHERLY ASSET MANAGEMENT L. P.
Q2 2021 197 793,056 13F-HR 8/11/2021 000093474521000006 WEATHERLY ASSET MANAGEMENT L. P.
Q1 2021 193 720,789 13F-HR 5/4/2021 000093474521000004 WEATHERLY ASSET MANAGEMENT L. P.
Q4 2020 187 696,024 13F-HR 2/2/2021 000093474521000002 WEATHERLY ASSET MANAGEMENT L. P.
Q3 2020 181 619,771 13F-HR 10/30/2020 000093474520000008 WEATHERLY ASSET MANAGEMENT L. P.
Q2 2020 173 565,717 13F-HR 7/29/2020 000093474520000006 WEATHERLY ASSET MANAGEMENT L. P.
Q1 2020 167 457,340 13F-HR 5/1/2020 000093474520000004 WEATHERLY ASSET MANAGEMENT L. P.
Q4 2019 178 523,461 13F-HR 1/23/2020 000093474520000002 WEATHERLY ASSET MANAGEMENT L. P.
Q3 2019 177 469,383 13F-HR 11/7/2019 000093474519000008 WEATHERLY ASSET MANAGEMENT L. P.
Q2 2019 189 501,863 13F-HR 7/31/2019 000093474519000006 WEATHERLY ASSET MANAGEMENT L. P.
Q1 2019 185 489,632 13F-HR 5/1/2019 000093474519000004 WEATHERLY ASSET MANAGEMENT L. P.
Q4 2018 177 422,351 13F-HR 2/12/2019 000093474519000002 WEATHERLY ASSET MANAGEMENT L. P.
Q3 2018 191 487,339 13F-HR 11/8/2018 000093474518000008 WEATHERLY ASSET MANAGEMENT L. P.
Q2 2018 189 428,564 13F-HR 7/31/2018 000093474518000006 WEATHERLY ASSET MANAGEMENT L. P.
Q1 2018 194 421,792 13F-HR 5/7/2018 000093474518000004 WEATHERLY ASSET MANAGEMENT L. P.
Q4 2017 201 413,701 13F-HR 1/31/2018 000093474518000002 WEATHERLY ASSET MANAGEMENT L. P.
Q3 2017 186 376,959 13F-HR 10/20/2017 000093474517000008 WEATHERLY ASSET MANAGEMENT L. P.
Q2 2017 184 355,209 13F-HR 7/28/2017 000093474517000006 WEATHERLY ASSET MANAGEMENT L. P.
Q1 2017 170 338,520 13F-HR 4/28/2017 000093474517000004 WEATHERLY ASSET MANAGEMENT L. P.
Q4 2016 167 314,049 13F-HR 2/14/2017 000093474517000002 WEATHERLY ASSET MANAGEMENT L. P.
Q3 2016 161 301,528 13F-HR 11/1/2016 000093474516000026 WEATHERLY ASSET MANAGEMENT L. P.
Q2 2016 173 303,015 RESTATEMENT 8/8/2016 000093474516000024 WEATHERLY ASSET MANAGEMENT L. P.
Q2 2016 173 234,763 13F-HR 8/5/2016 000093474516000022 WEATHERLY ASSET MANAGEMENT L. P.
Q1 2016 164 289,254 13F-HR 4/21/2016 000093474516000020 WEATHERLY ASSET MANAGEMENT L. P.
Q4 2015 160 282,584 13F-HR 2/9/2016 000093474516000018 WEATHERLY ASSET MANAGEMENT L. P.
Q3 2015 145 247,381 RESTATEMENT 11/5/2015 000093474515000016 WEATHERLY ASSET MANAGEMENT L. P.
Q3 2015 144 246,890 13F-HR 10/15/2015 000093474515000014 WEATHERLY ASSET MANAGEMENT L. P.
Q2 2015 154 262,532 13F-HR 7/30/2015 000093474515000012 WEATHERLY ASSET MANAGEMENT L. P.
Q1 2015 147 250,177 13F-HR 4/30/2015 000093474515000010 WEATHERLY ASSET MANAGEMENT L. P.
Q4 2014 147 238,341 13F-HR 2/5/2015 000093474515000003 WEATHERLY ASSET MANAGEMENT L. P.
Q3 2014 152 232,248 13F-HR 10/3/2014 000093474514000005 WEATHERLY ASSET MANAGEMENT L. P.
Q2 2014 206 238,722 RESTATEMENT 7/3/2014 000093474514000004 WEATHERLY ASSET MANAGEMENT L. P.
Q2 2014 142 229,362 13F-HR 7/3/2014 000093474514000003 WEATHERLY ASSET MANAGEMENT L. P.
Q1 2014 138 215,493 13F-HR 4/17/2014 000093474514000002 WEATHERLY ASSET MANAGEMENT L. P.
Q4 2013 142 209,664 13F-HR 1/13/2014 000093474514000001 WEATHERLY ASSET MANAGEMENT L. P.