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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

PPL holding history

PPL 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.

PPL overviewAll 13F holders of PPLFull Q3 2025 holdings

Shares (Q3 2025)
6,343
Value
$235.7K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2022
Holdings of PPL by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20256,343$235.7K<0.1%+217+3.5%AddedHolders
Q2 20256,126$207.6K<0.1%–No prior filingHolders
Q4 20240$00.0%−6,289−100.0%Sold outHolders
Q3 20246,289$208.0K<0.1%−1,096−14.8%ReducedHolders
Q2 20247,385$204.2K<0.1%−207−2.7%ReducedHolders
Q1 20247,592$209.0K<0.1%+7,592NewHolders
Q2 20230$00.0%−12,786−100.0%Sold outHolders
Q1 202312,786$355.3K<0.1%−841−6.2%ReducedHolders
Q4 202213,627$398.2K<0.1%+5,751+73.0%AddedHolders
Q3 20227,876$200.0K<0.1%+7,876NewHolders