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Disclosery

Obermeyer Wealth Partners: WFC position timeline

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

Obermeyer Wealth Partners held 11,340 WFC 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 11,340 shares
    Change vs previous 13F -1,290 shares

    0.04% of the 13F portfolio, value $937,138.

    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 12,630 shares
    Change vs previous 13F -334 shares

    0.05% of the 13F portfolio, value $1,005,453.

    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 12,964 shares
    Change vs previous 13F -68 shares

    0.06% of the 13F portfolio, value $1,208,278.

    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 13,032 shares
    Change vs previous 13F -108 shares

    0.05% of the 13F portfolio, value $1,092,342.

    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 13,140 shares
    Change vs previous 13F -2,722 shares

    0.05% of the 13F portfolio, value $1,052,777.

    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 15,862 shares
    Change vs previous 13F -2,012 shares

    0.06% of the 13F portfolio, value $1,138,733.

    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 17,874 shares
    Change vs previous 13F +4,104 shares

    0.07% of the 13F portfolio, value $1,255,470.

    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 13,770 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $777,867.

    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).