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Disclosery

KWB Wealth: OSEA position timeline

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

KWB Wealth held 137,212 OSEA shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,212 shares
    Change vs previous 13F +35,440 shares

    0.36% of the 13F portfolio, value $4,190,453.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 101,772 shares
    Change vs previous 13F -1,028 shares

    0.3% of the 13F portfolio, value $3,078,609.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 102,800 shares
    Change vs previous 13F +31,007 shares

    0.29% of the 13F portfolio, value $3,109,712.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 71,793 shares
    Change vs previous 13F +17,909 shares

    0.23% of the 13F portfolio, value $2,101,374.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 53,884 shares
    Change vs previous 13F +14,781 shares

    0.17% of the 13F portfolio, value $1,429,806.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 39,103 shares
    Change vs previous 13F +27,938 shares

    0.12% of the 13F portfolio, value $1,010,822.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 11,165 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $323,003.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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