Obermeyer Wealth Partners: URTH position timeline

Obermeyer Wealth Partners held 326,282 URTH 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 326,282 shares

   Change vs previous 13F -23,717 shares

   2.7% of the 13F portfolio, value $66,117,734.

   13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 349,999 shares

   Change vs previous 13F -3,024 shares

   2.9% of the 13F portfolio, value $63,006,803.

   13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 353,023 shares

   Change vs previous 13F +1,491 shares

   3% of the 13F portfolio, value $65,581,065.

   13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 351,532 shares

   Change vs previous 13F +9,834 shares

   2.99% of the 13F portfolio, value $63,824,152.

   13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
   Filed 2025-10-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 341,698 shares

   Change vs previous 13F not available

   2.88% of the 13F portfolio, value $57,876,809.

   13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).