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Disclosery

Obermeyer Wealth Partners: VOO position timeline

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

Obermeyer Wealth Partners held 159,773 VOO 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 159,773 shares
    Change vs previous 13F +1,771 shares

    4.49% of the 13F portfolio, value $109,733,497.

    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 158,002 shares
    Change vs previous 13F +2,505 shares

    4.35% of the 13F portfolio, value $94,413,854.

    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 155,497 shares
    Change vs previous 13F +4,079 shares

    4.46% of the 13F portfolio, value $97,516,959.

    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 151,418 shares
    Change vs previous 13F -1,101 shares

    4.34% of the 13F portfolio, value $92,725,599.

    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 152,519 shares
    Change vs previous 13F +2,820 shares

    4.31% of the 13F portfolio, value $86,635,163.

    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 149,699 shares
    Change vs previous 13F +5,251 shares

    4.1% of the 13F portfolio, value $76,931,628.

    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 144,448 shares
    Change vs previous 13F +9,627 shares

    4.05% of the 13F portfolio, value $77,829,845.

    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 134,821 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $71,140,807.

    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).