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Obermeyer Wealth Partners: VXF position timeline

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

Obermeyer Wealth Partners held 2,175 VXF 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 2,175 shares
    Change vs previous 13F -93 shares

    0.02% of the 13F portfolio, value $535,472.

    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 2,268 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $466,725.

    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 2,268 shares
    Change vs previous 13F +1,076 shares

    0.02% of the 13F portfolio, value $474,254.

    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 1,192 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $249,533.

    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).