Skip to content
Disclosery

O'Brien Wealth Partners LLC: DBEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of O'Brien Wealth Partners LLC on DBEF, newest first. How the timeline and the estimate are built.

O'Brien Wealth Partners LLC held 1,199,151 DBEF shares at 2025-12-31 per its 13F-HR filed 2026-01-22.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 1,199,151 shares
    Change vs previous 13F -10,852 shares

    7.63% of the 13F portfolio, value $57,691,144.

    13F-HR 0001580642-26-000355 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,210,003 shares
    Change vs previous 13F -1,495 shares

    7.61% of the 13F portfolio, value $56,168,358.

    13F-HR 0001580642-25-006682 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,211,498 shares
    Change vs previous 13F -4,888 shares

    8.32% of the 13F portfolio, value $53,003,045.

    13F-HR 0001580642-25-004184 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,216,386 shares
    Change vs previous 13F -12,714 shares

    9.81% of the 13F portfolio, value $52,669,520.

    13F-HR 0001580642-25-002582 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,229,100 shares
    Change vs previous 13F +43,192 shares

    9.17% of the 13F portfolio, value $50,884,758.

    13F-HR 0001580642-25-000536 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,185,908 shares
    Change vs previous 13F +17,173 shares

    9.77% of the 13F portfolio, value $49,831,863.

    13F-HR 0001580642-24-006302 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 1,168,735 shares
    Change vs previous 13F -4,491 shares

    10.89% of the 13F portfolio, value $48,432,387.

    13F-HR 0001580642-24-003756 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 1,173,226 shares
    Change vs previous 13F not available

    11.11% of the 13F portfolio, value $48,020,145.

    13F-HR 0001580642-24-002188 filed by O'Brien Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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