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O'Brien Wealth Partners LLC: SPYM position timeline

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

O'Brien Wealth Partners LLC held 812,351 SPYM 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 812,351 shares
    Change vs previous 13F -5,715 shares

    8.62% of the 13F portfolio, value $65,166,792.

    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 818,066 shares
    Change vs previous 13F -7,890 shares

    8.68% of the 13F portfolio, value $64,087,315.

    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 825,956 shares
    Change vs previous 13F -51,847 shares

    9.42% of the 13F portfolio, value $60,038,775.

    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 877,803 shares
    Change vs previous 13F +17,461 shares

    10.75% of the 13F portfolio, value $57,724,347.

    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 860,342 shares
    Change vs previous 13F +105,180 shares

    10.69% of the 13F portfolio, value $59,311,999.

    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 755,162 shares
    Change vs previous 13F -309,828 shares

    10% of the 13F portfolio, value $50,980,990.

    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 1,064,990 shares
    Change vs previous 13F +1,025,803 shares

    15.32% of the 13F portfolio, value $68,159,360.

    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 39,187 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,411,176.

    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).