Skip to main content

Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

L holding history

Loews 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.

L overviewAll 13F holders of LFull Q3 2025 holdings

Shares (Q3 2025)
12,090
Value
$1.21M
% of portfolio
<0.1%
Quarters held
13
Since Q2 2022
Holdings of L by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202512,090$1.21M<0.1%+392+3.4%AddedHolders
Q2 202511,698$1.07M<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202411,554$978.5K<0.1%+80+0.7%AddedHolders
Q3 202411,474$907.0K<0.1%−18−0.2%ReducedHolders
Q2 202411,492$858.9K<0.1%−17−0.1%ReducedHolders
Q1 202411,509$901.0K<0.1%−124−1.1%ReducedHolders
Q4 202311,633$809.5K<0.1%+608+5.5%AddedHolders
Q3 202311,025$698.0K<0.1%+41+0.4%AddedHolders
Q2 202310,984$652.2K<0.1%−448−3.9%ReducedHolders
Q1 202311,432$663.3K<0.1%−145−1.3%ReducedHolders
Q4 202211,577$675.3K<0.1%+1,447+14.3%AddedHolders
Q3 202210,130$505.0K<0.1%+339+3.5%AddedHolders
Q2 20229,791$580.0K<0.1%+9,791NewHolders