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Disclosery

Obermeyer Wealth Partners: WMT position timeline

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

Obermeyer Wealth Partners held 28,193 WMT 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 28,193 shares
    Change vs previous 13F +99 shares

    0.13% of the 13F portfolio, value $3,193,170.

    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 28,094 shares
    Change vs previous 13F -324,387 shares

    0.16% of the 13F portfolio, value $3,491,523.

    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 352,481 shares
    Change vs previous 13F -6,165 shares

    1.79% of the 13F portfolio, value $39,269,892.

    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 358,646 shares
    Change vs previous 13F -4,233 shares

    1.73% of the 13F portfolio, value $36,962,041.

    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 362,879 shares
    Change vs previous 13F -3,238 shares

    1.77% of the 13F portfolio, value $35,482,306.

    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 366,117 shares
    Change vs previous 13F -4,808 shares

    1.71% of the 13F portfolio, value $32,141,425.

    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 370,925 shares
    Change vs previous 13F -446 shares

    1.75% of the 13F portfolio, value $33,513,034.

    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 371,371 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $29,988,173.

    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).