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Disclosery

Obermeyer Wealth Partners: IWF position timeline

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

Obermeyer Wealth Partners held 22,508 IWF 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 22,508 shares
    Change vs previous 13F +16,197 shares

    0.11% of the 13F portfolio, value $2,794,818.

    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 6,311 shares
    Change vs previous 13F +522 shares

    0.12% of the 13F portfolio, value $2,691,010.

    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 5,789 shares
    Change vs previous 13F -4 shares

    0.13% of the 13F portfolio, value $2,739,934.

    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 5,793 shares
    Change vs previous 13F +220 shares

    0.13% of the 13F portfolio, value $2,713,499.

    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 5,573 shares
    Change vs previous 13F +2,008 shares

    0.12% of the 13F portfolio, value $2,366,184.

    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 3,565 shares
    Change vs previous 13F +759 shares

    0.07% of the 13F portfolio, value $1,287,286.

    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 2,806 shares
    Change vs previous 13F -104 shares

    0.06% of the 13F portfolio, value $1,126,833.

    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 2,910 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,092,356.

    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).