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Foster Victor Wealth Advisors, LLC: OWL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foster Victor Wealth Advisors, LLC on OWL, newest first. How the timeline and the estimate are built.

Foster Victor Wealth Advisors, LLC held 1,766,585 OWL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,766,585 shares
    Change vs previous 13F +286,598 shares

    0.89% of the 13F portfolio, value $16,994,548.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, 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 1,479,987 shares
    Change vs previous 13F +693,723 shares

    0.78% of the 13F portfolio, value $13,571,480.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, 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 786,264 shares
    Change vs previous 13F +30,057 shares

    0.73% of the 13F portfolio, value $12,525,184.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, 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 756,207 shares
    Change vs previous 13F +101,641 shares

    0.77% of the 13F portfolio, value $12,303,483.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, 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 654,566 shares
    Change vs previous 13F +30,058 shares

    0.86% of the 13F portfolio, value $12,724,768.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, 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 624,508 shares
    Change vs previous 13F +132,586 shares

    0.85% of the 13F portfolio, value $10,622,875.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, 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 491,922 shares
    Change vs previous 13F -246,376 shares

    0.91% of the 13F portfolio, value $11,943,871.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, 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 738,298 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $15,282,776.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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