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O'Brien Wealth Partners LLC: NULV position timeline

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

O'Brien Wealth Partners LLC held 270,178 NULV 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 270,178 shares
    Change vs previous 13F +1,892 shares

    1.61% of the 13F portfolio, value $12,171,511.

    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 268,286 shares
    Change vs previous 13F -4,202 shares

    1.59% of the 13F portfolio, value $11,758,159.

    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 272,488 shares
    Change vs previous 13F +1,710 shares

    1.79% of the 13F portfolio, value $11,421,324.

    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 270,778 shares
    Change vs previous 13F -2,188 shares

    2.04% of the 13F portfolio, value $10,963,790.

    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 272,966 shares
    Change vs previous 13F +6,388 shares

    1.94% of the 13F portfolio, value $10,746,661.

    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 266,578 shares
    Change vs previous 13F -1,774 shares

    2.18% of the 13F portfolio, value $11,121,634.

    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 268,352 shares
    Change vs previous 13F +18,136 shares

    2.28% of the 13F portfolio, value $10,141,022.

    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 250,216 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $9,723,394.

    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).