Position in OSCR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,533,891
+$957,884 QoQ
Shares Held
53,783
+100.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#166
of 402 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $13,333,049 across 6 Healthcare Plans names. OSCR ranks #5 (11.5% of the industry book) .
All Filings in OSCR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,533,891 | 53,783 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $576,007 | 26,866 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||