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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

BNS holding history

Bank of Nova Scotia in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BNS overviewAll 13F holders of BNSFull Q3 2025 holdings

Shares (Q3 2025)
38,758
Value
$2.51M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of BNS by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202538,758$2.51M0.1%+1,677+4.5%AddedHolders
Q2 202537,081$2.05M0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202435,237$1.89M0.1%+706+2.0%AddedHolders
Q3 202434,531$1.88M0.1%+474+1.4%AddedHolders
Q2 202434,057$1.56M0.1%−5,749−14.4%ReducedHolders
Q1 202439,806$2.06M0.1%+3,883+10.8%AddedHolders
Q4 202335,923$1.75M0.1%−1,710−4.5%ReducedHolders
Q3 202337,633$1.72M0.1%−1,935−4.9%ReducedHolders
Q2 202339,568$1.98M0.1%+9,120+30.0%AddedHolders
Q1 202330,448$1.53M0.1%+350+1.2%AddedHolders
Q4 202230,098$1.47M0.1%+9,948+49.4%AddedHolders
Q3 202220,150$959.0K0.1%−7,075−26.0%ReducedHolders
Q2 202227,225$1.61M0.1%+5,107+23.1%AddedHolders
Q1 202222,118$1.59M0.1%+2,286+11.5%AddedHolders
Q4 202119,832$1.42M0.1%+1,871+10.4%AddedHolders
Q3 202117,961$1.10M0.1%+330+1.9%AddedHolders
Q2 202117,631$1.15M0.1%+907+5.4%AddedHolders
Q1 202116,724$1.05M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.