Weatherly Asset Management L. P.

Business address
832 Camino Del Mar, Suite 4, Del Mar, CA, 92014
Fiscal year end
December 31
Former names
WEATHERLY ASSET MANAGEMENT LP /ADV (to 8/3/2012)
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Weatherly Asset Management L. P. has filed 59 SEC EDGAR filings since 8/3/2012

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 16, 2025 Sep 30, 2025 028-15002
N-PX Open Document Open Filing Jul 29, 2025 Jun 30, 2025 028-15002
13F-HR Open Document Open Filing Jul 11, 2025 Jun 30, 2025 028-15002
13F-HR Open Document Open Filing May 1, 2025 Mar 31, 2025 028-15002
13F-HR Open Document Open Filing Jan 29, 2025 Dec 31, 2024 028-15002
13F-HR Open Document Open Filing Oct 29, 2024 Sep 30, 2024 028-15002
N-PX Open Document Open Filing Aug 27, 2024 Jun 30, 2024 028-15002
13F-HR Open Document Open Filing Jul 31, 2024 Jun 30, 2024 028-15002
13F-HR Open Document Open Filing Apr 19, 2024 Mar 31, 2024 028-15002
13F-HR Open Document Open Filing Feb 1, 2024 Dec 31, 2023 028-15002
13F-HR Open Document Open Filing Oct 10, 2023 Sep 30, 2023 028-15002
13F-HR Open Document Open Filing Jul 21, 2023 Jun 30, 2023 028-15002
13F-HR Open Document Open Filing Apr 13, 2023 Mar 31, 2023 028-15002
13F-HR Open Document Open Filing Jan 11, 2023 Dec 31, 2022 028-15002
13F-HR Open Document Open Filing Oct 17, 2022 Sep 30, 2022 028-15002
13F-HR Open Document Open Filing Jul 18, 2022 Jun 30, 2022 028-15002
13F-HR Open Document Open Filing May 6, 2022 Mar 31, 2022 028-15002
13F-HR Open Document Open Filing Jan 28, 2022 Dec 31, 2021 028-15002
13F-HR Open Document Open Filing Nov 5, 2021 Sep 30, 2021 028-15002
13F-HR Open Document Open Filing Aug 12, 2021 Jun 30, 2021 028-15002
13F-HR Open Document Open Filing May 5, 2021 Mar 31, 2021 028-15002
13F-HR Open Document Open Filing Feb 2, 2021 Dec 31, 2020 028-15002
13F-HR Open Document Open Filing Oct 30, 2020 Sep 30, 2020 028-15002
13F-HR Open Document Open Filing Jul 29, 2020 Jun 30, 2020 028-15002
13F-HR Open Document Open Filing May 1, 2020 Mar 31, 2020 028-15002
13F-HR Open Document Open Filing Jan 23, 2020 Dec 31, 2019 028-15002
13F-HR Open Document Open Filing Nov 7, 2019 Sep 30, 2019 028-15002
13F-HR Open Document Open Filing Jul 31, 2019 Jun 30, 2019 028-15002
13F-HR Open Document Open Filing May 1, 2019 Mar 31, 2019 028-15002
13F-HR Open Document Open Filing Feb 12, 2019 Dec 31, 2018 028-15002
13F-HR Open Document Open Filing Nov 8, 2018 Sep 30, 2018 028-15002
13F-HR Open Document Open Filing Jul 31, 2018 Jun 30, 2018 028-15002
13F-HR Open Document Open Filing May 7, 2018 Mar 31, 2018 028-15002
13F-HR Open Document Open Filing Jan 31, 2018 Dec 31, 2017 028-15002
13F-HR Open Document Open Filing Oct 20, 2017 Sep 30, 2017 028-15002
13F-HR Open Document Open Filing Jul 28, 2017 Jun 30, 2017 028-15002
13F-HR Open Document Open Filing Apr 28, 2017 Mar 31, 2017 028-15002
13F-HR Open Document Open Filing Feb 14, 2017 Dec 31, 2016 028-15002
13F-HR Open Document Open Filing Nov 1, 2016 Sep 30, 2016 028-15002
13F-HR/A Open Document Open Filing Aug 8, 2016 Jun 30, 2016 028-15002
13F-HR Open Document Open Filing Aug 5, 2016 Jun 30, 2016 028-15002
13F-HR Open Document Open Filing Apr 21, 2016 Mar 31, 2016 028-15002
13F-HR Open Document Open Filing Feb 9, 2016 Dec 31, 2015 028-15002
13F-HR/A Open Document Open Filing Nov 5, 2015 Sep 30, 2015 028-15002
13F-HR Open Document Open Filing Oct 15, 2015 Sep 30, 2015 028-15002
13F-HR Open Document Open Filing Jul 30, 2015 Jun 30, 2015 028-15002
13F-HR Open Document Open Filing Apr 30, 2015 Mar 31, 2015 028-15002
13F-HR Open Document Open Filing Feb 5, 2015 Dec 31, 2014 028-15002
13F-HR Open Document Open Filing Oct 3, 2014 Sep 30, 2014 028-15002
13F-HR/A Open Document Open Filing Jul 3, 2014 Jun 30, 2014 028-15002
13F-HR Open Document Open Filing Jul 3, 2014 Jun 30, 2014 028-15002
13F-HR Open Document Open Filing Apr 17, 2014 Mar 31, 2014 028-15002
13F-HR Open Document Open Filing Jan 13, 2014 Dec 31, 2013 028-15002