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Disclosery

Obermeyer Wealth Partners: VTV position timeline

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

Obermeyer Wealth Partners held 7,369 VTV 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 7,369 shares
    Change vs previous 13F -108 shares

    0.07% of the 13F portfolio, value $1,606,014.

    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 7,477 shares
    Change vs previous 13F +429 shares

    0.07% of the 13F portfolio, value $1,466,959.

    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 7,048 shares
    Change vs previous 13F -243 shares

    0.06% of the 13F portfolio, value $1,346,070.

    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 7,291 shares
    Change vs previous 13F +1,166 shares

    0.06% of the 13F portfolio, value $1,359,672.

    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 6,125 shares
    Change vs previous 13F +533 shares

    0.05% of the 13F portfolio, value $1,082,507.

    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 5,592 shares
    Change vs previous 13F +1,422 shares

    0.05% of the 13F portfolio, value $965,937.

    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 4,170 shares
    Change vs previous 13F +110 shares

    0.04% of the 13F portfolio, value $705,957.

    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 4,060 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $708,729.

    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).