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Disclosery

O'Brien Wealth Partners LLC: IWF position timeline

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

O'Brien Wealth Partners LLC held 37,249 IWF 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 37,249 shares
    Change vs previous 13F -1,995 shares

    2.33% of the 13F portfolio, value $17,630,011.

    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 39,244 shares
    Change vs previous 13F -1,330 shares

    2.49% of the 13F portfolio, value $18,382,394.

    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 40,574 shares
    Change vs previous 13F -986 shares

    2.7% of the 13F portfolio, value $17,226,985.

    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 41,560 shares
    Change vs previous 13F -2,046 shares

    2.79% of the 13F portfolio, value $15,007,051.

    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 43,606 shares
    Change vs previous 13F -1,004 shares

    3.16% of the 13F portfolio, value $17,511,184.

    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 44,610 shares
    Change vs previous 13F -664 shares

    3.28% of the 13F portfolio, value $16,745,666.

    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 45,274 shares
    Change vs previous 13F -190 shares

    3.71% of the 13F portfolio, value $16,502,977.

    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 45,464 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $15,323,511.

    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).