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Disclosery

Obermeyer Wealth Partners: QUAL position timeline

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

Obermeyer Wealth Partners held 356,383 QUAL 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 356,383 shares
    Change vs previous 13F -99,402 shares

    3.2% of the 13F portfolio, value $78,201,186.

    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 455,785 shares
    Change vs previous 13F -92,790 shares

    4.03% of the 13F portfolio, value $87,424,148.

    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 548,575 shares
    Change vs previous 13F -5,552 shares

    4.98% of the 13F portfolio, value $108,957,909.

    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 554,127 shares
    Change vs previous 13F +2,957 shares

    5.05% of the 13F portfolio, value $107,777,701.

    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 551,170 shares
    Change vs previous 13F +6,479 shares

    5.02% of the 13F portfolio, value $100,764,851.

    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 544,691 shares
    Change vs previous 13F +17,241 shares

    4.97% of the 13F portfolio, value $93,082,323.

    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 527,450 shares
    Change vs previous 13F -44,652 shares

    4.89% of the 13F portfolio, value $93,928,247.

    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 572,102 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $102,577,830.

    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).