Position in OSK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$541,017
-$42,229 QoQ
Shares Held
3,525
-11.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 597 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in OSK Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $44,104,140 across 5 Farm & Heavy Construction Machinery names. OSK ranks #3 (1.2% of the industry book) .
All Filings in OSK
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $541,017 | 3,525 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $583,246 | 3,962 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $394,478 | 3,140 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||