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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

WY holding history

Weyerhaeuser Co 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.

WY overviewAll 13F holders of WYFull Q3 2025 holdings

Shares (Q3 2025)
10,817
Value
$268.2K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of WY by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202510,817$268.2K<0.1%+1,181+12.3%AddedHolders
Q2 20259,636$247.6K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20249,055$254.9K<0.1%−1,191−11.6%ReducedHolders
Q3 202410,246$346.9K<0.1%+1,259+14.0%AddedHolders
Q2 20248,987$255.1K<0.1%−7,812−46.5%ReducedHolders
Q1 202416,799$603.3K<0.1%+122+0.7%AddedHolders
Q4 202316,677$579.9K<0.1%−2,260−11.9%ReducedHolders
Q3 202318,937$580.6K<0.1%+1,975+11.6%AddedHolders
Q2 202316,962$568.4K<0.1%+4,891+40.5%AddedHolders
Q1 202312,071$363.7K<0.1%−1,049−8.0%ReducedHolders
Q4 202213,120$406.7K<0.1%+2,745+26.5%AddedHolders
Q3 202210,375$296.0K<0.1%−1,133−9.8%ReducedHolders
Q2 202211,508$381.0K<0.1%+1,494+14.9%AddedHolders
Q1 202210,014$380.0K<0.1%+544+5.7%AddedHolders
Q4 20219,470$390.0K<0.1%+628+7.1%AddedHolders
Q3 20218,842$315.0K<0.1%−19−0.2%ReducedHolders
Q2 20218,861$305.0K<0.1%+373+4.4%AddedHolders
Q1 20218,488$302.0K<0.1%––Holders

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