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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

CCI holding history

Crown Castle Inc. 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.

CCI overviewAll 13F holders of CCIFull Q3 2025 holdings

Shares (Q3 2025)
4,775
Value
$460.7K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of CCI by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20254,775$460.7K<0.1%+280+6.2%AddedHolders
Q2 20254,495$461.7K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20245,345$485.1K<0.1%+211+4.1%AddedHolders
Q3 20245,134$609.0K<0.1%−1,011−16.5%ReducedHolders
Q2 20246,145$600.3K<0.1%−1,755−22.2%ReducedHolders
Q1 20247,900$836.0K<0.1%+393+5.2%AddedHolders
Q4 20237,507$864.7K<0.1%−1,135−13.1%ReducedHolders
Q3 20238,642$795.3K<0.1%+1,569+22.2%AddedHolders
Q2 20237,073$805.9K<0.1%−892−11.2%ReducedHolders
Q1 20237,965$1.07M0.1%−526−6.2%ReducedHolders
Q4 20228,491$1.15M0.1%−377−4.3%ReducedHolders
Q3 20228,868$1.28M0.1%+490+5.8%AddedHolders
Q2 20228,378$1.41M0.1%+245+3.0%AddedHolders
Q1 20228,133$1.50M0.1%−355−4.2%ReducedHolders
Q4 20218,488$1.77M0.1%+741+9.6%AddedHolders
Q3 20217,747$1.34M0.1%+8+0.1%AddedHolders
Q2 20217,739$1.51M0.1%+1,518+24.4%AddedHolders
Q1 20216,221$1.07M0.1%––Holders

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