Entity Type
Company
- Info
- Portfolio
Filer Snapshot
O'Brien Wealth Partners LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001689874.
Total Filings
43
Latest Filing
22 Jan 2026
Industry
n/a
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Start with the latest filings table, then open the strongest context page for this filer.
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 22 Jan 2026 for CIK 0001689874.
- Business address
- 51 Sawyer Rd., Suite 600, Waltham, MA, 02453
- Top securities (13F)
- ITOT, SPYM, USMC, DBEF, HDEF, COWZ, JMTG, VTI, SPTI, XCEM, SPTL, CVLC, VUG, IWV, IWF, AAPL, NULV, SPTS, VGLT, and NULG
- State of incorporation
- MA
- Fiscal year end
- 31 December
Quick Takeaways
- O'Brien Wealth Partners LLC is an SEC filer tracked under CIK 0001689874.
- 43 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX, 13F-HR/A.
What Changed
- Latest filing: 13F-HR filed on 22 Jan 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Source Evidence
Source: SEC Form 13F
View Source Filing
13F-HR filed on 22 Jan 2026 for CIK 0001689874.
Return Loop
Why revisit this filer page
A newly filed 13F-HR can change the filing history, ownership context, or next research path for O'Brien Wealth Partners LLC.
- Latest source-backed update
- 13F-HR filed 22 Jan 2026
- Why come back
- Revisit after a new SEC filing appears to compare the updated record with prior filings.
- Latest filing on record: 13F-HR filed 22 Jan 2026.
- Save this filer if you want a stable place to return after the next filing cycle.
- Open the latest filing table or ownership context to verify what changed.
Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.
Latest update
What changed recently for O'Brien Wealth Partners LLC
Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
22 Jan 2026
Page type
Filer profile
Latest period
Q4 2025
Institutional portfolio context was refreshed from a 13F filing filed on 22 Jan 2026.
Benchmark Context
Benchmark context for this company
O'Brien Wealth Partners LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
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Why this is notable
Latest 13F period: Q4 2025. That gives you a fresh baseline before you compare this company with peers.
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Filer Overview
O'Brien Wealth Partners LLC has filed 43 SEC EDGAR filings since 14 Nov 2016. Common forms include 13F-HR, N-PX, 13F-HR/A.
Latest Filings
Recent SEC filings for O'Brien Wealth Partners LLC with direct links to document and filing folders.
About this filer
O'Brien Wealth Partners LLC files with the SEC under CIK 0001689874. 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.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.