Position in OSK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$455,668
+$63,661 QoQ
Shares Held
2,969
+11.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 594 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSK Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $74,155,262 across 5 Farm & Heavy Construction Machinery names. OSK ranks #5 (0.6% of the industry book) .
All Filings in OSK
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,668 | 2,969 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $392,007 | 2,663 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $290,699 | 2,314 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $281,569 | 2,171 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $279,412 | 2,461 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $257,396 | 2,736 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $377,704 | 3,973 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $218,052 | 2,176 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $201,573 | 1,863 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $216,492 | 1,736 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $339,323 | 3,130 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $626,879 | 6,569 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $678,865 | 7,840 | Shares | Sole | 2023-07-10 | |
| 2021-06-30 | $867,494 | 6,960 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||