Weatherly Asset Management - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Weatherly Asset Management going back to Aug. 3, 2012

• Weatherly Asset Management L. P. 2024 Q3 - filed Oct. 29, 2024 - new!
• Weatherly Asset Management L. P. 2024 Q2 - filed July 31, 2024
• Weatherly Asset Management L. P. 2024 Q1 - filed April 19, 2024
• Weatherly Asset Management L. P. 2023 Q4 - filed Feb. 1, 2024
• Weatherly Asset Management L. P. 2023 Q3 - filed Oct. 10, 2023
• Weatherly Asset Management L. P. 2023 Q2 - filed July 21, 2023
• Weatherly Asset Management L. P. 2023 Q1 - filed April 13, 2023
• Weatherly Asset Management L. P. 2022 Q4 - filed Jan. 11, 2023
• Weatherly Asset Management L. P. 2022 Q3 - filed Oct. 17, 2022
• Weatherly Asset Management L. P. 2022 Q2 - filed July 18, 2022
• Weatherly Asset Management L. P. 2022 Q1 - filed May 6, 2022
• Weatherly Asset Management L. P. 2021 Q4 - filed Jan. 28, 2022
• Weatherly Asset Management L. P. 2021 Q3 - filed Nov. 5, 2021
• Weatherly Asset Management L. P. 2021 Q2 - filed Aug. 12, 2021
• Weatherly Asset Management L. P. 2021 Q1 - filed May 5, 2021
• Weatherly Asset Management L. P. 2020 Q4 - filed Feb. 2, 2021
• Weatherly Asset Management L. P. 2020 Q3 - filed Oct. 30, 2020
• Weatherly Asset Management L. P. 2020 Q2 - filed July 29, 2020
• Weatherly Asset Management L. P. 2020 Q1 - filed May 1, 2020
• Weatherly Asset Management L. P. 2019 Q4 - filed Jan. 23, 2020
• Weatherly Asset Management L. P. 2019 Q3 - filed Nov. 7, 2019
• Weatherly Asset Management L. P. 2019 Q2 - filed July 31, 2019
• Weatherly Asset Management L. P. 2019 Q1 - filed May 1, 2019
• Weatherly Asset Management L. P. 2018 Q4 - filed Feb. 12, 2019
• Weatherly Asset Management L. P. 2018 Q3 - filed Nov. 8, 2018
• Weatherly Asset Management L. P. 2018 Q2 - filed July 31, 2018
• Weatherly Asset Management L. P. 2018 Q1 - filed May 7, 2018
• Weatherly Asset Management L. P. 2017 Q4 - filed Jan. 31, 2018
• Weatherly Asset Management L. P. 2017 Q3 - filed Oct. 20, 2017
• Weatherly Asset Management L. P. 2017 Q2 - filed July 28, 2017
• Weatherly Asset Management L. P. 2017 Q1 - filed April 28, 2017
• Weatherly Asset Management L. P. 2016 Q4 - filed Feb. 14, 2017
• Weatherly Asset Management L. P. 2016 Q3 - filed Nov. 1, 2016
• Weatherly Asset Management L. P. 2016 Q2 restated - filed Aug. 8, 2016
• Weatherly Asset Management L. P. 2016 Q2 - filed Aug. 5, 2016
• Weatherly Asset Management L. P. 2016 Q1 - filed April 21, 2016
• Weatherly Asset Management L. P. 2015 Q4 - filed Feb. 9, 2016
• Weatherly Asset Management L. P. 2015 Q3 restated - filed Nov. 5, 2015
• Weatherly Asset Management L. P. 2015 Q3 - filed Oct. 15, 2015
• Weatherly Asset Management L. P. 2015 Q2 - filed July 30, 2015
• Weatherly Asset Management L. P. 2015 Q1 - filed April 30, 2015
• Weatherly Asset Management L. P. 2014 Q4 - filed Feb. 5, 2015
• Weatherly Asset Management L. P. 2014 Q3 - filed Oct. 3, 2014
• Weatherly Asset Management L. P. 2014 Q2 - filed July 3, 2014
• Weatherly Asset Management L. P. 2014 Q2 restated - filed July 3, 2014
• Weatherly Asset Management L. P. 2014 Q1 - filed April 17, 2014
• Weatherly Asset Management L. P. 2013 Q4 - filed Jan. 13, 2014
• Weatherly Asset Management L. P. 2013 Q3 - filed Nov. 12, 2013
• Weatherly Asset Management L. P. 2013 Q2 - filed Aug. 1, 2013
• Weatherly Asset Management L. P. 2013 Q1 - filed April 23, 2013
• Weatherly Asset Management L. P. 2012 Q4 - filed Jan. 16, 2013
• Weatherly Asset Management L. P. 2012 Q3 - filed Oct. 12, 2012
• Weatherly Asset Management 2012 Q2 - filed Aug. 3, 2012