OSTERWEIS CAPITAL MANAGEMENT INC: LOAR position timeline

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

OSTERWEIS CAPITAL MANAGEMENT INC held 188,865 LOAR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 188,865 shares
Change vs previous 13F +50,495 shares
0.72% of the 13F portfolio, value $15,224,408.
13F-HR 0001007524-26-000003 filed by OSTERWEIS CAPITAL MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 138,370 shares
Change vs previous 13F not available
0.41% of the 13F portfolio, value $7,927,217.
13F-HR 0001007524-26-000002 filed by OSTERWEIS CAPITAL MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).