Obermeyer Wealth Partners: V position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Obermeyer Wealth Partners on V, newest first. How the timeline and the estimate are built.
Obermeyer Wealth Partners held 22,822 V shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 22,822 sharesChange vs previous 13F -792 shares
0.32% of the 13F portfolio, value $7,829,957.
13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 23,614 sharesChange vs previous 13F +1,627 shares
0.33% of the 13F portfolio, value $7,137,058.
13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,987 sharesChange vs previous 13F -2,490 shares
0.35% of the 13F portfolio, value $7,711,074.
13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,477 sharesChange vs previous 13F +471 shares
0.39% of the 13F portfolio, value $8,355,958.
13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,006 sharesChange vs previous 13F -618 shares
0.42% of the 13F portfolio, value $8,523,330.
13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 24,624 sharesChange vs previous 13F +440 shares
0.46% of the 13F portfolio, value $8,629,727.
13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,184 sharesChange vs previous 13F +2,619 shares
0.4% of the 13F portfolio, value $7,643,111.
13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 21,565 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $5,929,296.
13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).