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Disclosery

Obermeyer Wealth Partners: CB position timeline

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

Obermeyer Wealth Partners held 3,773 CB 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 3,773 shares
    Change vs previous 13F -192 shares

    0.05% of the 13F portfolio, value $1,285,612.

    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 3,965 shares
    Change vs previous 13F -71,529 shares

    0.06% of the 13F portfolio, value $1,292,353.

    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 75,494 shares
    Change vs previous 13F -6,949 shares

    1.08% of the 13F portfolio, value $23,563,309.

    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 82,443 shares
    Change vs previous 13F -1,122 shares

    1.09% of the 13F portfolio, value $23,269,514.

    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 83,565 shares
    Change vs previous 13F -268 shares

    1.21% of the 13F portfolio, value $24,210,593.

    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 83,833 shares
    Change vs previous 13F -3,501 shares

    1.35% of the 13F portfolio, value $25,316,731.

    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 87,334 shares
    Change vs previous 13F -832 shares

    1.26% of the 13F portfolio, value $24,130,254.

    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 88,166 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $25,426,229.

    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).