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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

T holding history

AT&T 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.

T overviewAll 13F holders of TFull Q3 2025 holdings

Shares (Q3 2025)
129,161
Value
$3.65M
% of portfolio
0.1%
Quarters held
18
Since Q1 2021
Holdings of T by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2025129,161$3.65M0.1%−885−0.7%ReducedHolders
Q2 2025130,046$3.76M0.2%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 2024123,739$2.82M0.1%−24,153−16.3%ReducedHolders
Q3 2024147,892$3.25M0.1%−4,341−2.9%ReducedHolders
Q2 2024152,233$2.91M0.1%−10,921−6.7%ReducedHolders
Q1 2024163,154$2.87M0.1%+1,518+0.9%AddedHolders
Q4 2023161,636$2.71M0.1%+17,432+12.1%AddedHolders
Q3 2023144,204$2.17M0.1%+34,768+31.8%AddedHolders
Q2 2023109,436$1.75M0.1%−51,973−32.2%ReducedHolders
Q1 2023161,409$3.11M0.2%+16,317+11.2%AddedHolders
Q4 2022145,092$2.67M0.2%+40,470+38.7%AddedHolders
Q3 2022104,622$1.60M0.1%−17,712−14.5%ReducedHolders
Q2 2022122,334$2.56M0.2%+22,557+22.6%AddedHolders
Q1 202299,777$2.36M0.1%+15,263+18.1%AddedHolders
Q4 202184,514$2.08M0.1%−137,241−61.9%ReducedHolders
Q3 2021221,755$5.99M0.4%−184,458−45.4%ReducedHolders
Q2 2021406,213$11.7M0.7%−9,511−2.3%ReducedHolders
Q1 2021415,724$12.6M1.0%––Holders

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