Current Market Value 2,008,735,082
Current Holdings 280
Most Recent File Date 2025-08-05
Total Filings on Record 49
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Obermeyer Wood Investment Counsel, Lllp . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-05 2025-06-30 13F-HR 280 2,008,735
2025-05-06 2025-03-31 13F-HR 262 1,874,373
2025-02-14 2024-12-31 13F-HR 258 1,920,056
2024-11-05 2024-09-30 13F-HR 260 1,868,122
2024-08-01 2024-06-30 13F-HR 247 1,744,990
2024-05-07 2024-03-31 13F-HR 253 1,697,634
2024-01-31 2023-12-31 13F-HR 218 1,464,281
2023-11-08 2023-09-30 13F-HR 214 1,344,932
2023-08-07 2023-06-30 13F-HR 216 1,390,927
2023-05-09 2023-03-31 13F-HR 218 1,340,477
2023-02-08 2022-12-31 13F-HR 226 1,322,264
2022-12-09 2022-09-30 13F-HR 213 1,234,018
2022-08-15 2022-06-30 13F-HR 208 1,362,226
2022-05-16 2022-03-31 13F-HR 237 1,671,088
2022-01-31 2021-12-31 13F-HR 233 1,867,004
2021-10-19 2021-09-30 13F-HR 218 1,806,521
2021-07-29 2021-06-30 13F-HR 211 1,797,552
2021-05-10 2021-03-31 13F-HR 202 1,626,967
2021-02-03 2020-12-31 13F-HR 162 1,506,284
2020-10-22 2020-09-30 13F-HR 146 1,335,197
2020-07-20 2020-06-30 13F-HR 137 1,182,857
2020-04-30 2020-03-31 13F-HR 119 935,524
2020-02-03 2019-12-31 13F-HR 133 1,129,570
2019-11-06 2019-09-30 13F-HR 123 1,081,062
2019-08-13 2019-06-30 13F-HR 118 1,111,526
2019-05-03 2019-03-31 13F-HR 113 1,064,158
2019-02-12 2018-12-31 13F-HR 110 987,721
2018-11-07 2018-09-30 13F-HR 119 1,182,986
2018-08-08 2018-06-30 13F-HR 115 1,123,902
2018-05-07 2018-03-31 13F-HR 111 1,101,857
2018-02-12 2017-12-31 13F-HR 121 1,151,382
2017-11-02 2017-09-30 13F-HR 117 1,154,272
2017-08-03 2017-06-30 13F-HR 128 1,127,594
2017-05-09 2017-03-31 13F-HR 129 1,086,309
2017-02-13 2016-12-31 13F-HR 131 1,045,417
2016-11-04 2016-09-30 13F-HR 129 1,042,767
2016-08-02 2016-06-30 13F-HR 128 1,005,123
2016-05-11 2016-03-31 13F-HR 123 1,079,101
2016-02-03 2015-12-31 13F-HR 122 1,096,415
2015-11-06 2015-09-30 13F-HR 119 949,143
2015-08-11 2015-06-30 13F-HR 129 1,172,217
2015-05-13 2015-03-31 13F-HR 140 1,221,929
2015-02-06 2014-12-31 13F-HR 140 1,105,161
2014-10-28 2014-09-30 13F-HR 66 406,944
2014-07-18 2014-06-30 13F-HR 65 411,003
2014-04-17 2014-03-31 13F-HR 63 400,439
2014-01-14 2013-12-31 13F-HR 61 391,847
2013-10-18 2013-09-30 13F-HR 60 356,394
2013-07-17 2013-06-30 13F-HR 364 360,764