O'Brien Wealth Partners LLC

Business address
51 Sawyer Rd., Suite 600, Waltham, MA, 02453
Top securities (13F)
ITOT, SPLG, USMC, DBEF, HDEF, JMTG, COWZ, VTI, SPTI, XCEM, SPTL, CVLC, VUG, IWV, IWF, AAPL, NULV, SPTS, NULG, and VGLT
State of incorporation
MA
Fiscal year end
31 December
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O'Brien Wealth Partners LLC has filed 42 SEC EDGAR filings since 14 Nov 2016

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 22 Oct 2025 30 Sep 2025 028-17558
13F-HR Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-17558
13F-HR Open Document Open Filing 28 Apr 2025 31 Mar 2025 028-17558
13F-HR Open Document Open Filing 28 Jan 2025 31 Dec 2024 028-17558
13F-HR Open Document Open Filing 23 Oct 2024 30 Sep 2024 028-17558
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-17558
13F-HR Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-17558
13F-HR Open Document Open Filing 18 Apr 2024 31 Mar 2024 028-17558
13F-HR Open Document Open Filing 25 Jan 2024 31 Dec 2023 028-17558
13F-HR Open Document Open Filing 24 Oct 2023 30 Sep 2023 028-17558
13F-HR Open Document Open Filing 07 Aug 2023 30 Jun 2023 028-17558
13F-HR Open Document Open Filing 08 May 2023 31 Mar 2023 028-17558
13F-HR Open Document Open Filing 10 Feb 2023 31 Dec 2022 028-17558
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-17558
13F-HR Open Document Open Filing 22 Jul 2022 30 Jun 2022 028-17558
13F-HR Open Document Open Filing 10 May 2022 31 Mar 2022 028-17558
13F-HR Open Document Open Filing 09 Feb 2022 31 Dec 2021 028-17558
13F-HR Open Document Open Filing 07 Oct 2021 30 Sep 2021 028-17558
13F-HR Open Document Open Filing 12 Jul 2021 30 Jun 2021 028-17558
13F-HR Open Document Open Filing 13 Apr 2021 31 Mar 2021 028-17558
13F-HR Open Document Open Filing 11 Jan 2021 31 Dec 2020 028-17558
13F-HR Open Document Open Filing 09 Oct 2020 30 Sep 2020 028-17558
13F-HR Open Document Open Filing 10 Jul 2020 30 Jun 2020 028-17558
13F-HR Open Document Open Filing 03 Apr 2020 31 Mar 2020 028-17558
13F-HR Open Document Open Filing 07 Jan 2020 31 Dec 2019 028-17558
13F-HR Open Document Open Filing 04 Oct 2019 30 Sep 2019 028-17558
13F-HR Open Document Open Filing 08 Jul 2019 30 Jun 2019 028-17558
13F-HR Open Document Open Filing 05 Apr 2019 31 Mar 2019 028-17558
13F-HR Open Document Open Filing 17 Jan 2019 31 Dec 2018 028-17558
13F-HR Open Document Open Filing 09 Oct 2018 30 Sep 2018 028-17558
13F-HR Open Document Open Filing 11 Jul 2018 30 Jun 2018 028-17558
13F-HR Open Document Open Filing 11 Apr 2018 31 Mar 2018 028-17558
13F-HR/A Open Document Open Filing 10 Jan 2018 31 Dec 2017 028-17558
13F-HR Open Document Open Filing 08 Jan 2018 31 Dec 2017 028-17558
13F-HR Open Document Open Filing 12 Oct 2017 30 Sep 2017 028-17558
13F-HR Open Document Open Filing 06 Jul 2017 30 Jun 2017 028-17558
13F-HR Open Document Open Filing 25 May 2017 31 Mar 2017 028-17558
13F-HR Open Document Open Filing 11 Jan 2017 31 Dec 2016 028-17558
13F-HR Open Document Open Filing 14 Nov 2016 30 Sep 2016 028-17558
13F-HR Open Document Open Filing 14 Nov 2016 30 Jun 2016 028-17558
13F-HR Open Document Open Filing 14 Nov 2016 31 Mar 2016 028-17558
13F-HR Open Document Open Filing 14 Nov 2016 31 Dec 2015 028-17558