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O'Brien Wealth Partners LLC: SPTS position timeline

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

O'Brien Wealth Partners LLC held 406,398 SPTS 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 406,398 shares
    Change vs previous 13F +8,409 shares

    1.57% of the 13F portfolio, value $11,899,327.

    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 397,989 shares
    Change vs previous 13F +5,482 shares

    1.58% of the 13F portfolio, value $11,669,035.

    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 392,507 shares
    Change vs previous 13F -1,601 shares

    1.8% of the 13F portfolio, value $11,496,517.

    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 394,108 shares
    Change vs previous 13F -2,325 shares

    2.15% of the 13F portfolio, value $11,523,721.

    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 396,433 shares
    Change vs previous 13F +33,987 shares

    2.07% of the 13F portfolio, value $11,500,521.

    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 362,446 shares
    Change vs previous 13F +8,113 shares

    2.09% of the 13F portfolio, value $10,659,523.

    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 354,333 shares
    Change vs previous 13F +12,871 shares

    2.3% of the 13F portfolio, value $10,229,601.

    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 341,462 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $9,875,077.

    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).