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O'Brien Wealth Partners LLC: XCEM position timeline

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

O'Brien Wealth Partners LLC held 730,973 XCEM 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 730,973 shares
    Change vs previous 13F -11,884 shares

    3.71% of the 13F portfolio, value $28,040,138.

    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 742,857 shares
    Change vs previous 13F -5,118 shares

    3.66% of the 13F portfolio, value $26,988,001.

    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 747,975 shares
    Change vs previous 13F +247,750 shares

    4.01% of the 13F portfolio, value $25,565,791.

    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 500,225 shares
    Change vs previous 13F -221,540 shares

    2.75% of the 13F portfolio, value $14,774,151.

    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 721,765 shares
    Change vs previous 13F +65,692 shares

    3.85% of the 13F portfolio, value $21,364,249.

    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 656,073 shares
    Change vs previous 13F not available

    4.2% of the 13F portfolio, value $21,433,905.

    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).