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O'Brien Wealth Partners LLC

SEC CIK
0001689874
Latest filing
Jan 22, 2026

MA holding history

Mastercard Inc in every 13F filed by O'Brien Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q4 2025 holdings

Shares (Q4 2025)
21
Value
$12.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MA by O'Brien Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202521$12.0K<0.1%−1−4.5%ReducedHolders
Q3 202522$12.5K<0.1%00.0%UnchangedHolders
Q2 202522$12.4K<0.1%−87−79.8%ReducedHolders
Q1 2025109$59.7K<0.1%+9+9.0%AddedHolders
Q4 2024100$52.7K<0.1%00.0%UnchangedHolders
Q3 2024100$49.4K<0.1%−11−9.9%ReducedHolders
Q2 2024111$49.0K<0.1%−7−5.9%ReducedHolders
Q1 2024118$56.8K<0.1%−24−16.9%ReducedHolders
Q4 2023142$60.6K<0.1%−243−63.1%ReducedHolders
Q3 2023385$152.4K<0.1%00.0%UnchangedHolders
Q2 2023385$151.4K<0.1%−13−3.3%ReducedHolders
Q1 2023398$144.6K<0.1%−8−2.0%ReducedHolders
Q4 2022406$141.2K0.1%−56−12.1%ReducedHolders
Q3 2022462$131.0K0.1%−29−5.9%ReducedHolders
Q2 2022491$155.0K0.1%+109+28.5%AddedHolders
Q1 2022382$125.0K<0.1%+8+2.1%AddedHolders
Q4 2021374$140.0K<0.1%+18+5.1%AddedHolders
Q3 2021356$122.0K<0.1%−313−46.8%ReducedHolders
Q2 2021669$250.0K0.1%+28+4.4%AddedHolders
Q1 2021641$242.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.