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Disclosery

Obermeyer Wealth Partners: TBIL position timeline

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

Obermeyer Wealth Partners held 1,498,328 TBIL 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 1,498,328 shares
    Change vs previous 13F +100,163 shares

    3.06% of the 13F portfolio, value $74,706,634.

    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 1,398,165 shares
    Change vs previous 13F +69,316 shares

    3.21% of the 13F portfolio, value $69,712,520.

    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 1,328,849 shares
    Change vs previous 13F +186,777 shares

    3.03% of the 13F portfolio, value $66,283,010.

    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 1,142,072 shares
    Change vs previous 13F +173,190 shares

    2.67% of the 13F portfolio, value $57,103,581.

    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 968,882 shares
    Change vs previous 13F +39,182 shares

    2.41% of the 13F portfolio, value $48,439,240.

    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 929,700 shares
    Change vs previous 13F +301,713 shares

    2.48% of the 13F portfolio, value $46,494,297.

    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 627,987 shares
    Change vs previous 13F +432,315 shares

    1.63% of the 13F portfolio, value $31,311,447.

    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 195,672 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $9,791,427.

    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).