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O'Brien Wealth Partners LLC: JMTG position timeline

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

O'Brien Wealth Partners LLC held 965,974 JMTG 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 965,974 shares
    Change vs previous 13F +13,774 shares

    6.52% of the 13F portfolio, value $49,322,648.

    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 952,200 shares
    Change vs previous 13F not available

    6.58% of the 13F portfolio, value $48,562,179.

    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).