Position in OSCR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$115,363
New position
Shares Held
4,045
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#311
of 401 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Allied Private Wealth LLC holds $468,085 across 6 Healthcare Plans names. OSCR ranks #2 (24.6% of the industry book) .
All Filings in OSCR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,363 | 4,045 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||