Position in OSK
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$125,086
-$2,986 QoQ
Shares Held
815
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#455
of 597 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OSK Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $1,515,132 across 4 Farm & Heavy Construction Machinery names. OSK ranks #3 (8.3% of the industry book) .
All Filings in OSK
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,086 | 815 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $128,072 | 870 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $109,298 | 870 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $112,839 | 870 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $109,793 | 967 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $119,293 | 1,268 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $120,548 | 1,268 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $139,592 | 1,393 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $200,170 | 1,850 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $800,388 | 6,418 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $695,666 | 6,417 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $612,278 | 6,416 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $559,631 | 6,463 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $539,671 | 6,488 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $572,088 | 6,487 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $473,684 | 6,739 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $527,338 | 6,420 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $624,734 | 6,207 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $714,468 | 6,339 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $604,290 | 5,903 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $536,575 | 4,305 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $14,120 | 119 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||