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O'Brien Wealth Partners LLC: NULG position timeline

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

O'Brien Wealth Partners LLC held 103,049 NULG 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 103,049 shares
    Change vs previous 13F -2,267 shares

    1.33% of the 13F portfolio, value $10,078,192.

    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 105,316 shares
    Change vs previous 13F -2,171 shares

    1.42% of the 13F portfolio, value $10,473,676.

    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 107,487 shares
    Change vs previous 13F +381 shares

    1.58% of the 13F portfolio, value $10,098,404.

    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 107,106 shares
    Change vs previous 13F -445 shares

    1.56% of the 13F portfolio, value $8,384,247.

    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 107,551 shares
    Change vs previous 13F -1,447 shares

    1.66% of the 13F portfolio, value $9,232,178.

    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 108,998 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $9,006,505.

    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).