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Disclosery

Obermeyer Wealth Partners: DE position timeline

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

Obermeyer Wealth Partners held 52,482 DE 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 52,482 shares
    Change vs previous 13F -175 shares

    1.36% of the 13F portfolio, value $33,291,071.

    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 52,657 shares
    Change vs previous 13F +97 shares

    1.37% of the 13F portfolio, value $29,661,691.

    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 52,560 shares
    Change vs previous 13F -1,160 shares

    1.12% of the 13F portfolio, value $24,470,243.

    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 53,720 shares
    Change vs previous 13F -581 shares

    1.15% of the 13F portfolio, value $24,564,205.

    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 54,301 shares
    Change vs previous 13F -534 shares

    1.37% of the 13F portfolio, value $27,611,601.

    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 54,835 shares
    Change vs previous 13F +23,557 shares

    1.37% of the 13F portfolio, value $25,736,733.

    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 31,278 shares
    Change vs previous 13F +172 shares

    0.69% of the 13F portfolio, value $13,252,637.

    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 31,106 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $12,981,546.

    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).