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O'Brien Wealth Partners LLC

SEC CIK
0001689874
Latest filing
Jan 22, 2026

UPWK holding history

Upwork, 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.

UPWK overviewAll 13F holders of UPWKFull Q4 2025 holdings

Shares (Q4 2025)
23,571
Value
$467.2K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of UPWK by O'Brien Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202523,571$467.2K0.1%00.0%UnchangedHolders
Q3 202523,571$437.7K0.1%00.0%UnchangedHolders
Q2 202523,571$316.8K<0.1%00.0%UnchangedHolders
Q1 202523,571$307.6K0.1%00.0%UnchangedHolders
Q4 202423,571$385.4K0.1%−6,993−22.9%ReducedHolders
Q3 202430,564$319.4K0.1%−8,750−22.3%ReducedHolders
Q2 202439,314$422.6K0.1%00.0%UnchangedHolders
Q1 202439,314$482.0K0.1%00.0%UnchangedHolders
Q4 202339,314$584.6K0.2%00.0%UnchangedHolders
Q3 202339,314$446.6K0.1%00.0%UnchangedHolders
Q2 202339,314$367.2K0.1%00.0%UnchangedHolders
Q1 202339,314$445.0K0.1%00.0%UnchangedHolders
Q4 202239,314$410.4K0.2%00.0%UnchangedHolders
Q3 202239,314$535.0K0.2%00.0%UnchangedHolders
Q2 202239,314$813.0K0.3%00.0%UnchangedHolders
Q1 202239,314$729.0K0.3%00.0%UnchangedHolders
Q4 202139,314$1.09M0.4%−5,225−11.7%ReducedHolders
Q3 202144,539$2.08M0.7%00.0%UnchangedHolders
Q2 202144,539$2.58M0.9%00.0%UnchangedHolders
Q1 202144,539$2.17M0.7%––Holders

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