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Disclosery

Obermeyer Wealth Partners: ARCC position timeline

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

Obermeyer Wealth Partners held 296,701 ARCC shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 296,701 shares
    Change vs previous 13F +10,249 shares

    0.22% of the 13F portfolio, value $5,497,864.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 286,452 shares
    Change vs previous 13F -126,699 shares

    0.24% of the 13F portfolio, value $5,161,870.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 413,151 shares
    Change vs previous 13F +42,992 shares

    0.38% of the 13F portfolio, value $8,358,039.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 370,159 shares
    Change vs previous 13F +200,303 shares

    0.35% of the 13F portfolio, value $7,554,947.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 169,856 shares
    Change vs previous 13F +5,400 shares

    0.19% of the 13F portfolio, value $3,730,034.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 164,456 shares
    Change vs previous 13F -10,457 shares

    0.19% of the 13F portfolio, value $3,644,353.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 174,913 shares
    Change vs previous 13F +18,898 shares

    0.2% of the 13F portfolio, value $3,828,845.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 156,015 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,266,945.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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