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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

FTS holding history

Fortis 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.

FTS overviewAll 13F holders of FTSFull Q3 2025 holdings

Shares (Q3 2025)
11,284
Value
$572.6K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of FTS by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202511,284$572.6K<0.1%−737−6.1%ReducedHolders
Q2 202512,021$573.8K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202412,476$518.6K<0.1%−2,019−13.9%ReducedHolders
Q3 202414,495$658.7K<0.1%−606−4.0%ReducedHolders
Q2 202415,101$586.5K<0.1%−292−1.9%ReducedHolders
Q1 202415,393$608.2K<0.1%−874−5.4%ReducedHolders
Q4 202316,267$669.1K<0.1%−2,294−12.4%ReducedHolders
Q3 202318,561$705.1K<0.1%−3,052−14.1%ReducedHolders
Q2 202321,613$931.3K0.1%−2,643−10.9%ReducedHolders
Q1 202324,256$1.03M0.1%+167+0.7%AddedHolders
Q4 202224,089$964.5K0.1%+6,459+36.6%AddedHolders
Q3 202217,630$670.0K<0.1%+328+1.9%AddedHolders
Q2 202217,302$818.0K0.1%+3,197+22.7%AddedHolders
Q1 202214,105$698.0K<0.1%−872−5.8%ReducedHolders
Q4 202114,977$723.0K<0.1%+514+3.6%AddedHolders
Q3 202114,463$641.0K<0.1%−21−0.1%ReducedHolders
Q2 202114,484$641.0K<0.1%+207+1.4%AddedHolders
Q1 202114,277$619.0K<0.1%––Holders

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