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Disclosery

Obermeyer Wealth Partners: IWM position timeline

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

Obermeyer Wealth Partners held 4,992 IWM 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 4,992 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,499,846.

    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 4,992 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,238,016.

    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 4,992 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $1,228,831.

    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 4,991 shares
    Change vs previous 13F +56 shares

    0.06% of the 13F portfolio, value $1,207,622.

    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 4,935 shares
    Change vs previous 13F -93 shares

    0.05% of the 13F portfolio, value $1,064,924.

    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 5,028 shares
    Change vs previous 13F -1,020 shares

    0.05% of the 13F portfolio, value $1,003,036.

    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 6,048 shares
    Change vs previous 13F +111 shares

    0.07% of the 13F portfolio, value $1,336,366.

    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 5,937 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,311,424.

    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).