OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: DE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC on DE, newest first. How the timeline and the estimate are built.
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC held 3,050 DE shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 3,050 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $1,934,707.
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 3,050 sharesChange vs previous 13F -2 shares
0.09% of the 13F portfolio, value $1,718,065.
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 3,052 sharesChange vs previous 13F +2 shares
0.07% of the 13F portfolio, value $1,420,920.
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 3,050 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $1,394,643.
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 3,050 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $1,550,895.
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 3,050 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $1,431,518.
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 3,050 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $1,292,285.
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 3,050 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $1,272,857.
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).