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Kestra Advisory Services, LLC: OCCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on OCCI, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 112,856 OCCI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,856 shares
    Change vs previous 13F +20,000 shares

    <0.01% of the 13F portfolio, value $288,912.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, 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 92,856 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $268,355.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 92,856 shares

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

  3. period ended2025-12-31
    13F 93,156 shares
    Change vs previous 13F +20,238 shares

    <0.01% of the 13F portfolio, value $450,876.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,300 shares
    • Kestra Advisory Services, LLC: 82,856 shares

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

  4. period ended2025-09-30
    13F 72,918 shares
    Change vs previous 13F +19,848 shares

    <0.01% of the 13F portfolio, value $394,486.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 10,300 shares
    • Kestra Advisory Services, LLC: 62,618 shares

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

  5. period ended2025-06-30
    13F 53,070 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $330,625.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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 53,070 shares
    Change vs previous 13F -526 shares

    <0.01% of the 13F portfolio, value $324,788.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 53,596 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $381,068.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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