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Disclosery

Obermeyer Wealth Partners: SPGP position timeline

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

Obermeyer Wealth Partners held 2,970 SPGP 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 2,970 shares
    Change vs previous 13F -208 shares

    0.01% of the 13F portfolio, value $363,141.

    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 3,178 shares
    Change vs previous 13F +5 shares

    0.02% of the 13F portfolio, value $342,029.

    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 3,173 shares
    Change vs previous 13F -3,471 shares

    0.02% of the 13F portfolio, value $361,266.

    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 6,644 shares
    Change vs previous 13F -120 shares

    0.04% of the 13F portfolio, value $754,919.

    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 6,764 shares
    Change vs previous 13F +1,313 shares

    0.04% of the 13F portfolio, value $728,489.

    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 5,451 shares
    Change vs previous 13F -2,737 shares

    0.03% of the 13F portfolio, value $544,424.

    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 8,188 shares
    Change vs previous 13F +3,120 shares

    0.04% of the 13F portfolio, value $858,716.

    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 5,068 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $530,480.

    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).