DIRECTOR, PARTNER

0000934745-24-000006.txt : 20240731 0000934745-24-000006.hdr.sgml : 20240731 20240731111938 ACCESSION NUMBER: 0000934745-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240731 DATE AS OF CHANGE: 20240731 EFFECTIVENESS DATE: 20240731 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEATHERLY ASSET MANAGEMENT L. P. CENTRAL INDEX KEY: 0000934745 ORGANIZATION NAME: IRS NUMBER: 330638187 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15002 FILM NUMBER: 241160523 BUSINESS ADDRESS: STREET 1: 832 CAMINO DEL MAR STREET 2: SUITE 4 CITY: DEL MAR STATE: CA ZIP: 92014 BUSINESS PHONE: 8582594507 MAIL ADDRESS: STREET 1: 832 CAMINO DEL MAR STREET 2: SUITE 4 CITY: DEL MAR STATE: CA ZIP: 92014 FORMER COMPANY: FORMER CONFORMED NAME: WEATHERLY ASSET MANAGEMENT LP /ADV DATE OF NAME CHANGE: 19941228 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0000934745 XXXXXXXX 06-30-2024 06-30-2024 WEATHERLY ASSET MANAGEMENT L. P.

832 CAMINO DEL MAR SUITE 4 DEL MAR CA 92014

13F HOLDINGS REPORT 028-15002 000106935 801-48177 N LINDSEY JAN FISKE THOMPSON DIRECTOR, PARTNER 858-259-4507 LINDSEY JAN FISKE THOMPSON DEL MAR CA 07-31-2024 0 169 1092076970 false INFORMATION TABLE 2 20240630_WEATHERLY.xml 3M CO COMMON 88579Y101 270191 2644 SH SOLE Carolyn P. Taylor 2644 0 0 ABBOTT LABS COMMON 002824100 2513038 24185 SH SOLE Carolyn P. Taylor 24185 0 0 ABBVIE INC COMMON 00287Y109 1519325 8858 SH SOLE Carolyn P. Taylor 8858 0 0 ACCENTURE PLC IRELAND FOREIGN G1151C101 1630092 5373 SH SOLE Carolyn P. Taylor 5373 0 0 ADOBE INC COMMON 00724F101 15032546 27059 SH SOLE Carolyn P. Taylor 27027 0 0 ADVANCED MICRO DEVICES INC COMMON 007903107 208228 1284 SH SOLE Carolyn P. Taylor 1284 0 0 AGILENT TECHNOLOGIES INC COMMON 00846U101 1191106 9189 SH SOLE Carolyn P. Taylor 9189 0 0 ALBEMARLE CORP COMMON 012653101 1022566 10660 SH SOLE Carolyn P. Taylor 10435 0 0 ALLEGION PLC FOREIGN G0176J109 510763 4323 SH SOLE Carolyn P. 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