OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC SEC EDGAR Filings (CIK 0001005607)

SEC EDGAR filings, ownership reports, and insider transactions for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC.

Business address
One Embarcadero Center, Suite 4100, San Francisco, CA, 94111
Top securities (13F)
VEU, AAPL, MSFT, VWO, EWJ, VGK, VNQ, GOOG, NVDA, JPM, AMZN, RWX, SRLN, ICSH, GOOGL, DAX, DJP, AMD, EWN, and DHR
State of incorporation
CA
Fiscal year end
31 December
Former names
OSBORNE PARTNERS CAPITAL MANAGEMENT (to 16 Jul 2014), BERRY HARTELL EVERS & OSBORNE INC/ (to 07 May 2001)
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OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC has filed 152 SEC EDGAR filings since 17 May 1999

Latest Filings

Recent SEC filings for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC including 13F-HR, N-PX, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2026 31 Dec 2025 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2025 30 Sep 2025 028-05208
N-PX Open N-PX document View SEC filing for N-PX 18 Aug 2025 30 Jun 2025 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2025 30 Jun 2025 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2025 31 Mar 2025 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2025 31 Dec 2024 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2024 30 Sep 2024 028-05208
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2024 30 Jun 2024 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2024 30 Jun 2024 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2024 31 Mar 2024 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2024 31 Dec 2023 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2023 30 Sep 2023 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2023 30 Jun 2023 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2023 31 Mar 2023 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2023 31 Dec 2022 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Oct 2022 30 Sep 2022 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2022 30 Jun 2022 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2022 31 Mar 2022 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2022 31 Dec 2021 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2021 30 Sep 2021 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 09 Aug 2021 31 Mar 2021 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2021 30 Jun 2021 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2021 31 Mar 2021 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2021 31 Dec 2020 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2020 30 Sep 2020 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2020 30 Jun 2020 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2020 31 Mar 2020 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2020 31 Dec 2019 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2019 30 Sep 2019 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jul 2019 30 Jun 2019 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2019 31 Mar 2019 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2019 31 Dec 2018 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2018 30 Sep 2018 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2018 30 Jun 2018 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2018 31 Mar 2018 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2018 31 Dec 2017 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2017 30 Sep 2017 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2017 30 Jun 2017 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2017 31 Mar 2017 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2017 31 Dec 2016 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2016 30 Sep 2016 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2016 30 Jun 2016 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2016 31 Mar 2016 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jan 2016 31 Dec 2015 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2015 30 Sep 2015 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2015 30 Jun 2015 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2015 31 Mar 2015 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jan 2015 31 Dec 2014 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Oct 2014 30 Sep 2014 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jul 2014 30 Jun 2014 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2014 31 Mar 2014 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2014 31 Dec 2013 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2013 30 Sep 2013 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2013 30 Jun 2013 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR PERIOD ENDING MARCH 31, 2013 09 Apr 2013 31 Mar 2013 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR PERIOD ENDING DECEMBER 31, 2012 06 Feb 2013 31 Dec 2012 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR PERIOD ENDING SEPTEMBER 30, 2012 16 Oct 2012 30 Sep 2012 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR PERIOD ENDING JUNE 30, 2012 05 Jul 2012 30 Jun 2012 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2012 31 Mar 2012 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR PERIOD ENDING DECEMBER 31, 2011 13 Feb 2012 31 Dec 2011 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR PERIOD ENDING SEPTEMBER 30, 2011 02 Nov 2011 30 Sep 2011 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR PERIOD ENDING JUNE 30, 2011 10 Aug 2011 30 Jun 2011 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR PERIOD ENDING MARCH 31, 2011 11 May 2011 31 Mar 2011 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR PERIOD ENDING DECEMBER 31, 2010 02 Feb 2011 31 Dec 2010 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR PERIOD ENDING SEPTEMBER 30, 2010 02 Nov 2010 30 Sep 2010 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING JUNE 30, 2010 12 Aug 2010 30 Jun 2010 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR QUARTER ENDING JUNE 30, 2010 11 Aug 2010 30 Jun 2010 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING DECEMBER 31, 2009 30 Jun 2010 31 Dec 2009 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING SEPTEMBER 30, 2009 30 Jun 2010 30 Sep 2009 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING JUNE 30, 2009 30 Jun 2010 30 Jun 2009 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING MARCH 31, 2009 30 Jun 2010 31 Mar 2009 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING DECEMBER 31, 2008 30 Jun 2010 31 Dec 2008 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING SEPTEMBER 30, 2008 30 Jun 2010 30 Sep 2008 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING JUNE 30, 2008 30 Jun 2010 30 Jun 2008 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING DECEMBER 31, 2007 30 Jun 2010 31 Dec 2007 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING SEPTEMBER 30, 2007 30 Jun 2010 30 Sep 2007 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING JUNE 30, 2007 30 Jun 2010 30 Jun 2007 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING MARCH 31, 2007 30 Jun 2010 31 Mar 2007 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING DECEMBER 31, 2006 30 Jun 2010 31 Dec 2006 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING SEPTEMBER 30, 2006 30 Jun 2010 30 Sep 2006 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING JUNE 30, 2006 30 Jun 2010 30 Jun 2006 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING MARCH 31, 2006 30 Jun 2010 31 Mar 2006 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING DECEMBER 31, 2005 30 Jun 2010 31 Dec 2005 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING SEPTEMBER 30, 2005 30 Jun 2010 30 Sep 2005 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING SEPTEMBER 30, 2005 30 Jun 2010 30 Sep 2005 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING JUNE 30, 2005 30 Jun 2010 30 Jun 2005 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING MARCH 31, 2005 30 Jun 2010 31 Mar 2005 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING DECEMBER 31, 2004 30 Jun 2010 31 Dec 2004 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING SEPTEMEBER 30, 2004 30 Jun 2010 30 Sep 2004 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING JUNE 30, 2004 30 Jun 2010 30 Jun 2004 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING JUNE 30, 2004 30 Jun 2010 30 Jun 2004 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING MARCH 31, 2004 30 Jun 2010 31 Mar 2004 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING DECEMBER 31, 2003 30 Jun 2010 31 Dec 2003 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING SEPTEMBER 30, 2003 30 Jun 2010 30 Sep 2003 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING JUNE 30, 2003 30 Jun 2010 30 Jun 2003 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING MARCH 31, 2003 30 Jun 2010 31 Mar 2003 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING DECEMBER 31, 2002 30 Jun 2010 31 Dec 2002 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING SEPTEMBER 30, 2002 30 Jun 2010 30 Sep 2002 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR THE QUARTER ENDING JUNE 30, 2002 30 Jun 2010 30 Jun 2002 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR THE QUARTER ENDING MARCH 31, 2002 30 Jun 2010 31 Mar 2002 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR THE QUARTER ENDING DECEMBER 31, 2001 30 Jun 2010 31 Dec 2001 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING SEPTEMBER 31, 2001 30 Jun 2010 30 Sep 2001 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING JUNE 30, 2001 30 Jun 2010 30 Jun 2001 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 13F AMENDMENT FOR QUARTER ENDING MARCH 31, 2001 30 Jun 2010 31 Mar 2001 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR QUARTER ENDING MARCH 31, 2010 30 Apr 2010 31 Mar 2010 028-05208
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A PERIOD ENDING DECEMBER 31, 2009 08 Mar 2010 31 Dec 2009 028-05208
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13F FOR QUARTER ENDING DECEMBER 31, 2009 15 Jan 2010 31 Dec 2009 028-05208

About this filer

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC files with the SEC under CIK 0001005607. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
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Updates follow new EDGAR submissions and periodic data refreshes.

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