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KFG WEALTH MANAGEMENT, LLC: OSCV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KFG WEALTH MANAGEMENT, LLC on OSCV, newest first. How the timeline and the estimate are built.

KFG WEALTH MANAGEMENT, LLC held 30,734 OSCV 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 30,734 shares
    Change vs previous 13F -1,502 shares

    0.15% of the 13F portfolio, value $1,296,657.

    13F-HR 0001919344-26-000005 filed by KFG WEALTH MANAGEMENT, 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 32,236 shares
    Change vs previous 13F -512,820 shares

    0.16% of the 13F portfolio, value $1,271,396.

    13F-HR 0001919344-26-000004 filed by KFG WEALTH MANAGEMENT, 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 545,056 shares
    Change vs previous 13F +62,183 shares

    2.7% of the 13F portfolio, value $20,183,440.

    13F-HR 0001919344-26-000001 filed by KFG WEALTH MANAGEMENT, 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 482,873 shares
    Change vs previous 13F +51,686 shares

    2.67% of the 13F portfolio, value $18,460,232.

    13F-HR 0001919344-25-000007 filed by KFG WEALTH MANAGEMENT, 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 431,187 shares
    Change vs previous 13F +35,901 shares

    2.5% of the 13F portfolio, value $15,570,170.

    13F-HR 0001919344-25-000005 filed by KFG WEALTH MANAGEMENT, 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 395,286 shares
    Change vs previous 13F +35,938 shares

    2.5% of the 13F portfolio, value $13,775,703.

    13F-HR 0001919344-25-000004 filed by KFG WEALTH MANAGEMENT, 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 359,348 shares
    Change vs previous 13F +86,669 shares

    2.48% of the 13F portfolio, value $13,292,282.

    13F-HR 0001919344-25-000002 filed by KFG WEALTH MANAGEMENT, 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 272,679 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $10,211,813.

    13F-HR 0001919344-24-000006 filed by KFG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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