OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Holdings in AAAU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $11,978,761 | 281,522 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $11,056,744 | 290,051 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $9,810,830 | 300,209 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $10,020,158 | 324,487 | Shares | Sole | 2025-04-21 |
| 2024-12-31 | $8,456,076 | 325,986 | Shares | Sole | 2025-01-24 |
| 2024-09-30 | $8,493,354 | 326,291 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $7,567,942 | 328,898 | Shares | Sole | 2024-07-22 |
| 2024-03-31 | $7,009,004 | 318,736 | Shares | Sole | 2024-04-25 |
| 2023-12-31 | $6,128,509 | 299,976 | Shares | Sole | 2024-01-22 |
| 2023-09-30 | $5,120,684 | 279,666 | Shares | Sole | 2023-10-26 |
| 2023-06-30 | $5,224,785 | 274,411 | Shares | Sole | 2023-07-20 |