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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

WBA holding history

Walgreens Boots Alliance, 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.

WBA overviewAll 13F holders of WBAFull Q3 2025 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of WBA by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−21,737−100.0%Sold outHolders
Q2 202521,737$249.5K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202420,360$190.0K<0.1%−5,426−21.0%ReducedHolders
Q3 202425,786$231.0K<0.1%+11,505+80.6%AddedHolders
Q2 202414,281$172.7K<0.1%−1,485−9.4%ReducedHolders
Q1 202415,766$342.0K<0.1%−1,655−9.5%ReducedHolders
Q4 202317,421$454.9K<0.1%+1,590+10.0%AddedHolders
Q3 202315,831$352.1K<0.1%+2,908+22.5%AddedHolders
Q2 202312,923$368.2K<0.1%−4,022−23.7%ReducedHolders
Q1 202316,945$586.0K<0.1%+1,080+6.8%AddedHolders
Q4 202215,865$592.7K<0.1%+1,844+13.2%AddedHolders
Q3 202214,021$441.0K<0.1%−4,275−23.4%ReducedHolders
Q2 202218,296$693.0K<0.1%+2,858+18.5%AddedHolders
Q1 202215,438$691.0K<0.1%−1,764−10.3%ReducedHolders
Q4 202117,202$897.0K0.1%+641+3.9%AddedHolders
Q3 202116,561$779.0K<0.1%−30−0.2%ReducedHolders
Q2 202116,591$872.0K0.1%+2,802+20.3%AddedHolders
Q1 202113,789$757.0K0.1%––Holders

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