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Disclosery

Obermeyer Wealth Partners: QQQ position timeline

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

Obermeyer Wealth Partners held 54,479 QQQ 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 54,479 shares
    Change vs previous 13F +265 shares

    1.64% of the 13F portfolio, value $40,118,044.

    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 54,214 shares
    Change vs previous 13F +8,416 shares

    1.44% of the 13F portfolio, value $31,291,017.

    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 45,798 shares
    Change vs previous 13F -389 shares

    1.29% of the 13F portfolio, value $28,133,949.

    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 46,187 shares
    Change vs previous 13F +7,199 shares

    1.3% of the 13F portfolio, value $27,729,407.

    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 38,988 shares
    Change vs previous 13F +1,626 shares

    1.07% of the 13F portfolio, value $21,507,403.

    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 37,362 shares
    Change vs previous 13F +1,291 shares

    0.93% of the 13F portfolio, value $17,519,910.

    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 36,071 shares
    Change vs previous 13F +1,718 shares

    0.96% of the 13F portfolio, value $18,440,709.

    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 34,353 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $16,766,542.

    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).