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Fiduciary Group, LLC: OSEA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on OSEA, newest first. How the timeline and the estimate are built.

Fiduciary Group, LLC held 158,509 OSEA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,509 shares
    Change vs previous 13F +6,308 shares

    0.38% of the 13F portfolio, value $4,840,869.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 152,201 shares
    Change vs previous 13F +8,561 shares

    0.38% of the 13F portfolio, value $4,406,223.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 143,640 shares
    Change vs previous 13F +12,476 shares

    0.36% of the 13F portfolio, value $4,345,114.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 131,164 shares
    Change vs previous 13F +11,926 shares

    0.34% of the 13F portfolio, value $3,878,518.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 119,238 shares
    Change vs previous 13F +7,289 shares

    0.33% of the 13F portfolio, value $3,490,095.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 111,949 shares
    Change vs previous 13F +11,510 shares

    0.3% of the 13F portfolio, value $2,970,567.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 100,439 shares
    Change vs previous 13F +10,791 shares

    0.26% of the 13F portfolio, value $2,596,347.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 89,648 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,593,517.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).