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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

PII holding history

Polaris 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.

PII overviewAll 13F holders of PIIFull Q3 2025 holdings

Shares (Q3 2025)
4,275
Value
$248.5K
% of portfolio
<0.1%
Quarters held
15
Since Q1 2021
Holdings of PII by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20254,275$248.5K<0.1%+4,275NewHolders
Q4 20240$00.0%−2,472−100.0%Sold outHolders
Q3 20242,472$205.8K<0.1%+2,472NewHolders
Q2 20240$00.0%−2,493−100.0%Sold outHolders
Q1 20242,493$249.6K<0.1%−2−0.1%ReducedHolders
Q4 20232,495$236.5K<0.1%−122−4.7%ReducedHolders
Q3 20232,617$272.5K<0.1%00.0%UnchangedHolders
Q2 20232,617$316.5K<0.1%−665−20.3%ReducedHolders
Q1 20233,282$363.1K<0.1%−30−0.9%ReducedHolders
Q4 20223,312$334.5K<0.1%−361−9.8%ReducedHolders
Q3 20223,673$351.0K<0.1%−213−5.5%ReducedHolders
Q2 20223,886$386.0K<0.1%+463+13.5%AddedHolders
Q1 20223,423$361.0K<0.1%+54+1.6%AddedHolders
Q4 20213,369$370.0K<0.1%00.0%UnchangedHolders
Q3 20213,369$403.0K<0.1%−5−0.1%ReducedHolders
Q2 20213,374$462.0K<0.1%+5+0.1%AddedHolders
Q1 20213,369$450.0K<0.1%––Holders

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