OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: BWA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC on BWA, newest first. How the timeline and the estimate are built.
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC held 201,332 BWA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 201,332 sharesChange vs previous 13F -147,284 shares
0.74% of the 13F portfolio, value $13,368,416.
13F-HR 0001765380-26-000264 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 348,616 sharesChange vs previous 13F -16,876 shares
1% of the 13F portfolio, value $18,915,928.
13F-HR 0001765380-26-000127 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 365,492 sharesChange vs previous 13F -10,528 shares
0.85% of the 13F portfolio, value $16,469,085.
13F-HR 0001765380-26-000042 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 376,020 sharesChange vs previous 13F -986 shares
0.84% of the 13F portfolio, value $16,529,846.
13F-HR 0001765380-25-000434 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 377,006 sharesChange vs previous 13F +4,057 shares
0.67% of the 13F portfolio, value $12,622,148.
13F-HR 0001765380-25-000342 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 372,949 sharesChange vs previous 13F +6,803 shares
0.62% of the 13F portfolio, value $10,684,983.
13F-HR 0001005607-25-000005 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 366,146 sharesChange vs previous 13F +4,497 shares
0.67% of the 13F portfolio, value $11,639,785.
13F-HR 0001005607-25-000002 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 361,649 sharesChange vs previous 13F not available
0.74% of the 13F portfolio, value $13,124,225.
13F-HR 0001005607-24-000014 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).