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OSTERWEIS CAPITAL MANAGEMENT INC: KVYO position timeline

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

OSTERWEIS CAPITAL MANAGEMENT INC held 0 KVYO shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -98,528 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 98,528 shares
    Change vs previous 13F -16,195 shares

    0.12% of the 13F portfolio, value $2,728,240.

    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).

  3. period ended2025-06-30
    13F 114,723 shares
    Change vs previous 13F -206,490 shares

    0.18% of the 13F portfolio, value $3,852,398.

    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).

  4. period ended2025-03-31
    13F/A 321,213 shares
    Change vs previous 13F -12,330 shares

    0.48% of the 13F portfolio, value $9,719,905.

    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).

  5. period ended2024-12-31
    13F/A 333,543 shares
    Change vs previous 13F +68,988 shares

    0.64% of the 13F portfolio, value $13,755,313.

    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).

  6. period ended2024-09-30
    13F 264,555 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $9,359,956.

    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).