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Disclosery

Lord & Richards Wealth Management, LLC: OSCV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lord & Richards Wealth Management, LLC on OSCV, newest first. How the timeline and the estimate are built.

Lord & Richards Wealth Management, LLC held 56,412 OSCV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,412 shares
    Change vs previous 13F +2,724 shares

    1.86% of the 13F portfolio, value $2,379,998.

    13F-HR 0002045252-26-000003 filed by Lord & Richards 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 53,688 shares
    Change vs previous 13F +1,781 shares

    1.86% of the 13F portfolio, value $2,117,497.

    13F-HR 0002045252-26-000002 filed by Lord & Richards 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 51,907 shares
    Change vs previous 13F +19,120 shares

    1.65% of the 13F portfolio, value $1,922,140.

    13F-HR 0002045252-26-000001 filed by Lord & Richards 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 32,787 shares
    Change vs previous 13F +3,911 shares

    1.15% of the 13F portfolio, value $1,253,485.

    13F-HR 0002045252-25-000006 filed by Lord & Richards 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 28,876 shares
    Change vs previous 13F +7,782 shares

    1.09% of the 13F portfolio, value $1,042,713.

    13F-HR 0002045252-25-000004 filed by Lord & Richards 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 21,094 shares
    Change vs previous 13F +12,931 shares

    0.83% of the 13F portfolio, value $735,126.

    13F-HR 0002045252-25-000003 filed by Lord & Richards 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 8,163 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $301,949.

    13F-HR 0002045252-25-000001 filed by Lord & Richards Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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