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Livermore
Livermore
ZHEN

Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

BOKF holding history

Bok Financial Corp 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.

BOKF overviewAll 13F holders of BOKFFull Q3 2025 holdings

Shares (Q3 2025)
2,580
Value
$287.5K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of BOKF by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20252,580$287.5K<0.1%00.0%UnchangedHolders
Q2 20252,580$251.9K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20242,532$269.5K<0.1%00.0%UnchangedHolders
Q3 20242,532$264.9K<0.1%−73−2.8%ReducedHolders
Q2 20242,605$238.7K<0.1%−24−0.9%ReducedHolders
Q1 20242,629$241.9K<0.1%+48+1.9%AddedHolders
Q4 20232,581$221.1K<0.1%−72−2.7%ReducedHolders
Q3 20232,653$212.2K<0.1%+49+1.9%AddedHolders
Q2 20232,604$210.4K<0.1%−24−0.9%ReducedHolders
Q1 20232,628$221.8K<0.1%+6+0.2%AddedHolders
Q4 20222,622$272.1K<0.1%00.0%UnchangedHolders
Q3 20222,622$233.0K<0.1%+2,622NewHolders
Q2 20220$00.0%−2,545−100.0%Sold outHolders
Q1 20222,545$239.0K<0.1%−20−0.8%ReducedHolders
Q4 20212,565$271.0K<0.1%+16+0.6%AddedHolders
Q3 20212,549$228.0K<0.1%00.0%UnchangedHolders
Q2 20212,549$221.0K<0.1%00.0%UnchangedHolders
Q1 20212,549$228.0K<0.1%––Holders

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