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Disclosery

Obermeyer Wealth Partners: IJR position timeline

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

Obermeyer Wealth Partners held 17,307 IJR 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 17,307 shares
    Change vs previous 13F -335 shares

    0.11% of the 13F portfolio, value $2,566,859.

    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 17,642 shares
    Change vs previous 13F -186 shares

    0.1% of the 13F portfolio, value $2,193,126.

    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 17,828 shares
    Change vs previous 13F -171 shares

    0.1% of the 13F portfolio, value $2,142,616.

    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 17,999 shares
    Change vs previous 13F +83 shares

    0.1% of the 13F portfolio, value $2,138,821.

    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 17,916 shares
    Change vs previous 13F -594 shares

    0.1% of the 13F portfolio, value $1,958,040.

    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 18,510 shares
    Change vs previous 13F +1,491 shares

    0.1% of the 13F portfolio, value $1,935,591.

    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 17,019 shares
    Change vs previous 13F +10 shares

    0.1% of the 13F portfolio, value $1,960,929.

    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 17,009 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,989,373.

    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).