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Disclosery

Obermeyer Wealth Partners: HD position timeline

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

Obermeyer Wealth Partners held 85,888 HD 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 85,888 shares
    Change vs previous 13F -2,303 shares

    1.24% of the 13F portfolio, value $30,290,977.

    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 88,191 shares
    Change vs previous 13F +260 shares

    1.34% of the 13F portfolio, value $29,005,072.

    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 87,931 shares
    Change vs previous 13F -1,046 shares

    1.38% of the 13F portfolio, value $30,256,919.

    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 88,977 shares
    Change vs previous 13F -70 shares

    1.69% of the 13F portfolio, value $36,052,388.

    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 89,047 shares
    Change vs previous 13F -339 shares

    1.63% of the 13F portfolio, value $32,648,038.

    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 89,386 shares
    Change vs previous 13F -3,761 shares

    1.75% of the 13F portfolio, value $32,759,131.

    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 93,147 shares
    Change vs previous 13F -1,018 shares

    1.89% of the 13F portfolio, value $36,233,401.

    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 94,165 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $38,155,617.

    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).