Position in OSCR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$819,179
+$548,327 QoQ
Shares Held
28,723
+21.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#202
of 401 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $8,774,264 across 3 Healthcare Plans names. OSCR ranks #2 (9.3% of the industry book) .
All Filings in OSCR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,179 | 28,723 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $270,852 | 23,614 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $468,548 | 32,606 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $669,875 | 35,387 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $708,656 | 33,053 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $255,959 | 19,524 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||