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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

GL holding history

Globe Life 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.

GL overviewAll 13F holders of GLFull Q3 2025 holdings

Shares (Q3 2025)
4,518
Value
$645.9K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of GL by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20254,518$645.9K<0.1%+99+2.2%AddedHolders
Q2 20254,419$549.2K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20243,999$446.0K<0.1%−535−11.8%ReducedHolders
Q3 20244,534$480.2K<0.1%−9,252−67.1%ReducedHolders
Q2 202413,786$1.13M0.1%+9,481+220.2%AddedHolders
Q1 20244,305$501.0K<0.1%+30+0.7%AddedHolders
Q4 20234,275$520.4K<0.1%+145+3.5%AddedHolders
Q3 20234,130$449.1K<0.1%−18−0.4%ReducedHolders
Q2 20234,148$454.7K<0.1%−75−1.8%ReducedHolders
Q1 20234,223$464.6K<0.1%+66+1.6%AddedHolders
Q4 20224,157$501.1K<0.1%−9,394−69.3%ReducedHolders
Q3 202213,551$1.35M0.1%−175−1.3%ReducedHolders
Q2 202213,726$1.34M0.1%+52+0.4%AddedHolders
Q1 202213,674$1.38M0.1%−19−0.1%ReducedHolders
Q4 202113,693$1.28M0.1%+59+0.4%AddedHolders
Q3 202113,634$1.21M0.1%+20+0.1%AddedHolders
Q2 202113,614$1.30M0.1%+9,340+218.5%AddedHolders
Q1 20214,274$413.0K<0.1%––Holders

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