O'Brien Wealth Partners LLC: USMC position timeline

O'Brien Wealth Partners LLC held 893,720 USMC 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 893,720 shares

   Change vs previous 13F -12,417 shares

   8.09% of the 13F portfolio, value $61,175,152.

   13F-HR 0001580642-26-000355 filed by O'Brien Wealth Partners LLC
   Filed 2026-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-09-30

   13F 906,137 shares

   Change vs previous 13F -14,383 shares

   8.37% of the 13F portfolio, value $61,774,168.

   13F-HR 0001580642-25-006682 filed by O'Brien Wealth Partners LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 920,520 shares

   Change vs previous 13F -4,588 shares

   9.04% of the 13F portfolio, value $57,587,730.

   13F-HR 0001580642-25-004184 filed by O'Brien Wealth Partners LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 925,108 shares

   Change vs previous 13F -38,653 shares

   9.78% of the 13F portfolio, value $52,527,618.

   13F-HR 0001580642-25-002582 filed by O'Brien Wealth Partners LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 963,761 shares

   Change vs previous 13F +132,829 shares

   10.43% of the 13F portfolio, value $57,854,588.

   13F-HR 0001580642-25-000536 filed by O'Brien Wealth Partners LLC
   Filed 2025-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-09-30

   13F 830,932 shares

   Change vs previous 13F +474,173 shares

   9.29% of the 13F portfolio, value $47,354,825.

   13F-HR 0001580642-24-006302 filed by O'Brien Wealth Partners LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-06-30

   13F 356,759 shares

   Change vs previous 13F +5,232 shares

   4.35% of the 13F portfolio, value $19,354,154.

   13F-HR 0001580642-24-003756 filed by O'Brien Wealth Partners LLC
   Filed 2024-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-03-31

   13F 351,527 shares

   Change vs previous 13F not available

   4.18% of the 13F portfolio, value $18,054,427.

   13F-HR 0001580642-24-002188 filed by O'Brien Wealth Partners LLC
   Filed 2024-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).