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Disclosery

Obermeyer Wealth Partners: SPSM position timeline

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

Obermeyer Wealth Partners held 51,008 SPSM 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 51,008 shares
    Change vs previous 13F -26,812 shares

    0.12% of the 13F portfolio, value $2,941,631.

    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 77,820 shares
    Change vs previous 13F -8,633 shares

    0.17% of the 13F portfolio, value $3,760,262.

    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 86,453 shares
    Change vs previous 13F -4,312 shares

    0.19% of the 13F portfolio, value $4,051,188.

    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 90,765 shares
    Change vs previous 13F -13,477 shares

    0.2% of the 13F portfolio, value $4,204,226.

    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 104,242 shares
    Change vs previous 13F -538,112 shares

    0.22% of the 13F portfolio, value $4,440,701.

    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 642,354 shares
    Change vs previous 13F -41,026 shares

    1.4% of the 13F portfolio, value $26,182,361.

    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 683,380 shares
    Change vs previous 13F -21,148 shares

    1.6% of the 13F portfolio, value $30,697,445.

    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 704,528 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $32,063,055.

    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).