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Disclosery

Obermeyer Wealth Partners: RWJ position timeline

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

Obermeyer Wealth Partners held 17,094 RWJ 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 17,094 shares
    Change vs previous 13F -190 shares

    0.04% of the 13F portfolio, value $1,017,113.

    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 17,284 shares
    Change vs previous 13F +9 shares

    0.04% of the 13F portfolio, value $872,480.

    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 17,275 shares
    Change vs previous 13F -1,586 shares

    0.04% of the 13F portfolio, value $841,638.

    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 18,861 shares
    Change vs previous 13F -60 shares

    0.04% of the 13F portfolio, value $910,992.

    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 18,921 shares
    Change vs previous 13F +12 shares

    0.04% of the 13F portfolio, value $819,078.

    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 18,909 shares
    Change vs previous 13F -2,122 shares

    0.04% of the 13F portfolio, value $769,609.

    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 21,031 shares
    Change vs previous 13F +3,346 shares

    0.05% of the 13F portfolio, value $962,398.

    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 17,685 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $808,367.

    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).