$0 is the total value of OBERMEYER WOOD INVESTMENT COUNSEL, LLLP's 266 reported holdings in Q1 2011. The portfolio turnover from Q4 2010 to Q1 2011 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2011-04-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITEDHEALTH GROUP INC COM | 45 | Q2 2024 | 7.4% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 6.9% |
| ISHARES TR BARCLAYS 1-3 YEAR C | 45 | Q2 2024 | 2.8% |
| WELLS FARGO CO NEW | 45 | Q2 2024 | 3.4% |
| Walt Disney Co | 45 | Q2 2024 | 3.6% |
| APPLE INC | 45 | Q2 2024 | 5.3% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 2.6% |
| Enterprise Products Partners LP | 45 | Q2 2024 | 0.9% |
| CHEVRON TEXACO CORPORATION | 45 | Q2 2024 | 1.7% |
| EXXON MOBIL CORPORATION | 45 | Q2 2024 | 1.1% |
View OBERMEYER WOOD INVESTMENT COUNSEL, LLLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-12-09 |
| 13F-HR | 2022-08-15 |
View OBERMEYER WOOD INVESTMENT COUNSEL, LLLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.