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O'Brien Wealth Partners LLC: SPTI position timeline

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

O'Brien Wealth Partners LLC held 1,450,509 SPTI 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 1,450,509 shares
    Change vs previous 13F +30,831 shares

    5.53% of the 13F portfolio, value $41,832,666.

    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 1,419,678 shares
    Change vs previous 13F +20,482 shares

    5.56% of the 13F portfolio, value $41,028,685.

    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 1,399,196 shares
    Change vs previous 13F -3,360 shares

    6.32% of the 13F portfolio, value $40,254,863.

    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 1,402,556 shares
    Change vs previous 13F -1,709 shares

    7.46% of the 13F portfolio, value $40,085,055.

    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 1,404,265 shares
    Change vs previous 13F +146,423 shares

    7.06% of the 13F portfolio, value $39,150,908.

    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 1,257,842 shares
    Change vs previous 13F +51,985 shares

    7.17% of the 13F portfolio, value $36,552,880.

    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 1,205,857 shares
    Change vs previous 13F +27,460 shares

    7.59% of the 13F portfolio, value $33,788,127.

    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 1,178,397 shares
    Change vs previous 13F not available

    7.68% of the 13F portfolio, value $33,207,237.

    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).