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O'Brien Wealth Partners LLC: LFST position timeline

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

O'Brien Wealth Partners LLC held 178,371 LFST 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 178,371 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,255,732.

    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 178,371 shares
    Change vs previous 13F -38,000 shares

    0.13% of the 13F portfolio, value $981,041.

    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 216,371 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,118,638.

    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 216,371 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,441,031.

    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 216,371 shares
    Change vs previous 13F -100,000 shares

    0.29% of the 13F portfolio, value $1,594,654.

    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 316,371 shares
    Change vs previous 13F -40,000 shares

    0.43% of the 13F portfolio, value $2,214,597.

    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 356,371 shares
    Change vs previous 13F -181,530 shares

    0.39% of the 13F portfolio, value $1,749,782.

    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 537,901 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,318,849.

    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).