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O'Brien Wealth Partners LLC: DFIC position timeline

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

O'Brien Wealth Partners LLC held 10,447 DFIC 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 10,447 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $360,004.

    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 ยง4.2).