Skip to content
Disclosery

O'Brien Wealth Partners LLC: MSFT position timeline

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

O'Brien Wealth Partners LLC held 4,546 MSFT 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 4,546 shares
    Change vs previous 13F -238 shares

    0.29% of the 13F portfolio, value $2,198,699.

    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 4,784 shares
    Change vs previous 13F +2,915 shares

    0.34% of the 13F portfolio, value $2,477,866.

    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 1,869 shares
    Change vs previous 13F -426 shares

    0.15% of the 13F portfolio, value $929,502.

    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 2,295 shares
    Change vs previous 13F +1,023 shares

    0.16% of the 13F portfolio, value $861,657.

    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 1,272 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $536,174.

    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 1,272 shares
    Change vs previous 13F -80 shares

    0.11% of the 13F portfolio, value $547,211.

    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 1,352 shares
    Change vs previous 13F +153 shares

    0.14% of the 13F portfolio, value $604,428.

    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 1,199 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $504,443.

    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).