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49 WEALTH MANAGEMENT, LLC: OBIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on OBIL, newest first. How the timeline and the estimate are built.

49 WEALTH MANAGEMENT, LLC held 12,629 OBIL shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 12,629 shares
    Change vs previous 13F -228,169 shares

    0.12% of the 13F portfolio, value $631,136.

    13F-HR/A 0001104659-26-098355 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 240,798 shares
    Change vs previous 13F +19,239 shares

    0.9% of the 13F portfolio, value $12,057,984.

    13F-HR 0001104659-26-059918 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 221,559 shares
    Change vs previous 13F -23,236 shares

    0.9% of the 13F portfolio, value $11,121,139.

    13F-HR 0001104659-26-010120 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 244,795 shares
    Change vs previous 13F -668 shares

    1.16% of the 13F portfolio, value $12,314,398.

    13F-HR 0001104659-25-109943 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 245,463 shares
    Change vs previous 13F -33,467 shares

    1.31% of the 13F portfolio, value $12,321,025.

    13F-HR 0001104659-25-075156 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 278,930 shares
    Change vs previous 13F +2,736 shares

    1.69% of the 13F portfolio, value $14,003,657.

    13F-HR 0001104659-25-041965 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 276,194 shares
    Change vs previous 13F +60,297 shares

    1.97% of the 13F portfolio, value $13,826,253.

    13F-HR 0001104659-25-014408 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 215,897 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $10,852,081.

    13F-HR 0001104659-24-116419 filed by 49 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).