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Obermeyer Wealth Partners: SYY position timeline

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

Obermeyer Wealth Partners held 0 SYY shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,897 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 3,897 shares
    Change vs previous 13F -1,701 shares

    0.02% of the 13F portfolio, value $320,879.

    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).

  3. period ended2025-06-30
    13F 5,598 shares
    Change vs previous 13F -20,376 shares

    0.02% of the 13F portfolio, value $423,993.

    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).

  4. period ended2025-03-31
    13F 25,974 shares
    Change vs previous 13F -1,570 shares

    0.1% of the 13F portfolio, value $1,949,089.

    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).

  5. period ended2024-12-31
    13F 27,544 shares
    Change vs previous 13F +323 shares

    0.11% of the 13F portfolio, value $2,106,014.

    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).

  6. period ended2024-09-30
    13F 27,221 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,124,871.

    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).