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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

MAR holding history

Marriott International 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.

MAR overviewAll 13F holders of MARFull Q3 2025 holdings

Shares (Q3 2025)
10,181
Value
$2.65M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of MAR by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202510,181$2.65M0.1%+194+1.9%AddedHolders
Q2 20259,987$2.73M0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20249,288$2.59M0.1%−105−1.1%ReducedHolders
Q3 20249,393$2.34M0.1%−128−1.3%ReducedHolders
Q2 20249,521$2.30M0.1%+538+6.0%AddedHolders
Q1 20248,983$2.27M0.1%−273−2.9%ReducedHolders
Q4 20239,256$2.09M0.1%+86+0.9%AddedHolders
Q3 20239,170$1.80M0.1%+46+0.5%AddedHolders
Q2 20239,124$1.68M0.1%+281+3.2%AddedHolders
Q1 20238,843$1.47M0.1%−93−1.0%ReducedHolders
Q4 20228,936$1.33M0.1%+120+1.4%AddedHolders
Q3 20228,816$1.24M0.1%−547−5.8%ReducedHolders
Q2 20229,363$1.27M0.1%+332+3.7%AddedHolders
Q1 20229,031$1.59M0.1%+275+3.1%AddedHolders
Q4 20218,756$1.45M0.1%+616+7.6%AddedHolders
Q3 20218,140$1.21M0.1%+62+0.8%AddedHolders
Q2 20218,078$1.10M0.1%+415+5.4%AddedHolders
Q1 20217,663$1.14M0.1%––Holders

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