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OSTERWEIS CAPITAL MANAGEMENT INC: DE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSTERWEIS CAPITAL MANAGEMENT INC on DE, newest first. How the timeline and the estimate are built.

OSTERWEIS CAPITAL MANAGEMENT INC held 43,068 DE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,068 shares
    Change vs previous 13F -423 shares

    1.29% of the 13F portfolio, value $27,319,324.

    13F-HR 0001007524-26-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 43,491 shares
    Change vs previous 13F -43 shares

    1.26% of the 13F portfolio, value $24,498,480.

    13F-HR 0001007524-26-000002 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 43,534 shares
    Change vs previous 13F +1,611 shares

    0.86% of the 13F portfolio, value $20,268,124.

    13F-HR 0001007524-26-000001 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 41,923 shares
    Change vs previous 13F +553 shares

    0.87% of the 13F portfolio, value $19,169,711.

    13F-HR 0001007524-25-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 41,370 shares
    Change vs previous 13F +143 shares

    1.01% of the 13F portfolio, value $21,036,231.

    13F-HR 0001085146-25-005142 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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/A 41,227 shares
    Change vs previous 13F -11,014 shares

    0.96% of the 13F portfolio, value $19,349,892.

    13F-HR/A 0001085146-25-003428 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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/A 52,241 shares
    Change vs previous 13F -64 shares

    1.03% of the 13F portfolio, value $22,134,512.

    13F-HR/A 0001085146-25-003427 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    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 52,305 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $21,828,446.

    13F-HR 0001085146-24-005783 filed by OSTERWEIS CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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