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Disclosery

Obermeyer Wealth Partners: WM position timeline

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

Obermeyer Wealth Partners held 12,839 WM 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 12,839 shares
    Change vs previous 13F -192 shares

    0.12% of the 13F portfolio, value $2,861,582.

    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 13,031 shares
    Change vs previous 13F -389 shares

    0.14% of the 13F portfolio, value $2,994,420.

    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 13,420 shares
    Change vs previous 13F -234 shares

    0.13% of the 13F portfolio, value $2,948,438.

    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 13,654 shares
    Change vs previous 13F +754 shares

    0.14% of the 13F portfolio, value $3,015,238.

    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 12,900 shares
    Change vs previous 13F -925 shares

    0.15% of the 13F portfolio, value $2,951,804.

    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 13,825 shares
    Change vs previous 13F -20 shares

    0.17% of the 13F portfolio, value $3,200,732.

    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 13,845 shares
    Change vs previous 13F +197 shares

    0.15% of the 13F portfolio, value $2,793,875.

    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 13,648 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,833,397.

    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).