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OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: ICVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC on ICVT, newest first. How the timeline and the estimate are built.

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC held 150,291 ICVT shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,291 shares
    Change vs previous 13F +619 shares

    1.02% of the 13F portfolio, value $18,296,394.

    13F-HR 0001765380-26-000264 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    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 149,672 shares
    Change vs previous 13F -976 shares

    0.81% of the 13F portfolio, value $15,235,078.

    13F-HR 0001765380-26-000127 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    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 150,648 shares
    Change vs previous 13F -2,174 shares

    0.76% of the 13F portfolio, value $14,838,822.

    13F-HR 0001765380-26-000042 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    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 152,822 shares
    Change vs previous 13F -3,008 shares

    0.78% of the 13F portfolio, value $15,289,855.

    13F-HR 0001765380-25-000434 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    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 155,830 shares
    Change vs previous 13F +593 shares

    0.75% of the 13F portfolio, value $14,040,277.

    13F-HR 0001765380-25-000342 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    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 155,237 shares
    Change vs previous 13F +7,522 shares

    0.75% of the 13F portfolio, value $12,979,324.

    13F-HR 0001005607-25-000005 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    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 147,715 shares
    Change vs previous 13F -462 shares

    0.73% of the 13F portfolio, value $12,551,347.

    13F-HR 0001005607-25-000002 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    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 148,177 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $12,397,987.

    13F-HR 0001005607-24-000014 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).