B.O.S.S. Retirement Advisors, LLC
Holdings in OZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $981,692 | 15,096 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $969,024 | 15,141 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $986,797 | 15,164 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $978,078 | 15,164 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $1,177,408 | 15,212 | Shares | Sole | 2025-01-21 |
| 2023-12-31 | $1,862,883 | 24,115 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $2,066,655 | 24,115 | Shares | Sole | 2023-10-17 |
| 2023-06-30 | $2,098,005 | 24,115 | Shares | Sole | 2023-07-10 |
| 2023-03-31 | $2,261,987 | 24,115 | Shares | Sole | 2023-04-17 |
| 2022-12-31 | $2,411,500 | 24,115 | Shares | Sole | 2023-02-07 |