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Disclosery

Obermeyer Wealth Partners: META position timeline

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

Obermeyer Wealth Partners held 79,955 META 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 79,955 shares
    Change vs previous 13F +1,437 shares

    1.84% of the 13F portfolio, value $45,037,826.

    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 78,518 shares
    Change vs previous 13F +93 shares

    2.07% of the 13F portfolio, value $44,922,411.

    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 78,425 shares
    Change vs previous 13F -873 shares

    2.37% of the 13F portfolio, value $51,767,529.

    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 79,298 shares
    Change vs previous 13F +711 shares

    2.73% of the 13F portfolio, value $58,234,996.

    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 78,587 shares
    Change vs previous 13F -639 shares

    2.89% of the 13F portfolio, value $58,004,346.

    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 79,226 shares
    Change vs previous 13F -3,147 shares

    2.44% of the 13F portfolio, value $45,662,924.

    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 82,373 shares
    Change vs previous 13F -2,180 shares

    2.51% of the 13F portfolio, value $48,230,338.

    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 84,553 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $48,401,534.

    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).