O'Brien Wealth Partners LLC: IWV position timeline

O'Brien Wealth Partners LLC held 50,376 IWV 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 50,376 shares

   Change vs previous 13F +5 shares

   2.58% of the 13F portfolio, value $19,487,935.

   13F-HR 0001580642-26-000355 filed by O'Brien Wealth Partners LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 50,371 shares

   Change vs previous 13F -475 shares

   2.59% of the 13F portfolio, value $19,087,621.

   13F-HR 0001580642-25-006682 filed by O'Brien Wealth Partners LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 50,846 shares

   Change vs previous 13F -293 shares

   2.8% of the 13F portfolio, value $17,846,940.

   13F-HR 0001580642-25-004184 filed by O'Brien Wealth Partners LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 51,139 shares

   Change vs previous 13F -276 shares

   3.02% of the 13F portfolio, value $16,243,663.

   13F-HR 0001580642-25-002582 filed by O'Brien Wealth Partners LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 51,415 shares

   Change vs previous 13F -43 shares

   3.1% of the 13F portfolio, value $17,185,628.

   13F-HR 0001580642-25-000536 filed by O'Brien Wealth Partners LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 51,458 shares

   Change vs previous 13F -77 shares

   3.3% of the 13F portfolio, value $16,812,998.

   13F-HR 0001580642-24-006302 filed by O'Brien Wealth Partners LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F 51,535 shares

   Change vs previous 13F -774 shares

   3.58% of the 13F portfolio, value $15,907,172.

   13F-HR 0001580642-24-003756 filed by O'Brien Wealth Partners LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

8. period ended2024-03-31

   13F 52,309 shares

   Change vs previous 13F not available

   3.63% of the 13F portfolio, value $15,696,839.

   13F-HR 0001580642-24-002188 filed by O'Brien Wealth Partners LLC
   Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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