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Disclosery

Obermeyer Wealth Partners: SPY position timeline

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

Obermeyer Wealth Partners held 21,101 SPY 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 21,101 shares
    Change vs previous 13F -655 shares

    0.64% of the 13F portfolio, value $15,757,619.

    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 21,756 shares
    Change vs previous 13F +908 shares

    0.65% of the 13F portfolio, value $14,148,640.

    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 20,848 shares
    Change vs previous 13F +1,194 shares

    0.65% of the 13F portfolio, value $14,216,927.

    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 19,654 shares
    Change vs previous 13F +135 shares

    0.61% of the 13F portfolio, value $13,093,355.

    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 19,519 shares
    Change vs previous 13F +2,256 shares

    0.6% of the 13F portfolio, value $12,060,049.

    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 17,263 shares
    Change vs previous 13F +3,803 shares

    0.52% of the 13F portfolio, value $9,656,962.

    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 13,460 shares
    Change vs previous 13F +55 shares

    0.41% of the 13F portfolio, value $7,888,860.

    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 13,405 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $7,691,471.

    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).